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
$4.86B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.7M
3
+$18.2M
4
STAY
Extended Stay America, Inc. Paired Share Unit
STAY
+$16.5M
5
GBX icon
The Greenbrier Companies
GBX
+$15.2M

Top Sells

1
+$23.9M
2
+$19.5M
3
+$17.6M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$17.2M
5
TTWO icon
Take-Two Interactive
TTWO
+$13.4M

Sector Composition

1 Technology 17.09%
2 Healthcare 14.37%
3 Industrials 13.62%
4 Consumer Discretionary 10.68%
5 Energy 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.28M 0.11%
88,066
+5,000
202
$5.24M 0.11%
74,633
-8,424
203
$5.17M 0.11%
77,500
+7,000
204
$5.12M 0.11%
372,425
+84,825
205
$4.94M 0.1%
+69,600
206
$4.93M 0.1%
152,600
207
$4.89M 0.1%
30,400
208
$4.84M 0.1%
60,000
209
$4.84M 0.1%
191,725
+1,400
210
$4.68M 0.1%
399,325
+2,000
211
$4.67M 0.1%
174,475
+1,000
212
$4.63M 0.1%
360,000
213
$4.53M 0.09%
72,300
+400
214
$4.49M 0.09%
181,900
+900
215
$4.46M 0.09%
290,600
+1,600
216
$4.38M 0.09%
+204,600
217
$4.34M 0.09%
225,550
+1,200
218
$4.3M 0.09%
172,106
+785
219
$4.26M 0.09%
128,838
+10,736
220
$4.16M 0.09%
50,500
+10,000
221
$4.16M 0.09%
74,500
-22,500
222
$4.15M 0.09%
139,250
+1,100
223
$4.11M 0.08%
160,400
-20,000
224
$4.04M 0.08%
72,550
+400
225
$4.02M 0.08%
25,000
7 8
9
10 11