FIM

Foresters Investment Management Portfolio holdings

AUM $5.05B
1-Year Est. Return 5.09%
This Quarter Est. Return
1 Year Est. Return
+5.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.94B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1 +$27M
2 +$21.2M
3 +$17.4M
4
STL
Sterling Bancorp
STL
+$14.1M
5
BGS icon
B&G Foods
BGS
+$13.3M

Sector Composition

1 Technology 13.78%
2 Healthcare 13.53%
3 Financials 13.07%
4 Industrials 11.64%
5 Consumer Discretionary 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$9.14M 0.15%
161,290
+18,200
177
$9.08M 0.15%
381,000
+1,200
178
$9.07M 0.15%
421,000
+18,000
179
$9.03M 0.15%
261,600
+800
180
$8.92M 0.15%
80,237
+1,137
181
$8.91M 0.15%
558,949
+55,784
182
$8.84M 0.15%
406,200
-202,900
183
$8.67M 0.15%
175,960
-52,450
184
$8.66M 0.15%
41,513
+5,351
185
$8.64M 0.15%
517,500
+25,000
186
$8.52M 0.14%
309,803
+9,058
187
$8.48M 0.14%
126,000
+5,500
188
$8.24M 0.14%
125,118
+4,557
189
$8.09M 0.14%
428,500
+3,650
190
$8.07M 0.14%
88,369
+1,269
191
$7.73M 0.13%
237,000
-153,000
192
$7.69M 0.13%
283,500
+12,000
193
$7.66M 0.13%
84,600
+200
194
$7.63M 0.13%
196,650
+4,635
195
$7.28M 0.12%
71,300
+2,800
196
$7.2M 0.12%
144,500
+6,000
197
$7.11M 0.12%
30,700
+100
198
$7.07M 0.12%
+327,300
199
$6.97M 0.12%
45,531
+2,531
200
$6.92M 0.12%
68,949