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
$4.92B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$27.2M
3
+$23.5M
4
TNL icon
Travel + Leisure Co
TNL
+$23.3M
5
CFG icon
Citizens Financial Group
CFG
+$21.8M

Top Sells

1
+$35.7M
2
+$30.5M
3
+$26.6M
4
R icon
Ryder
R
+$21.3M
5
JNPR
Juniper Networks
JNPR
+$17.9M

Sector Composition

1 Healthcare 16.79%
2 Technology 14.28%
3 Industrials 11.88%
4 Consumer Discretionary 11.67%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.7M 0.1%
234,500
+3,000
202
$4.69M 0.1%
165,330
203
$4.68M 0.1%
259,000
-557,000
204
$4.56M 0.09%
75,000
205
$4.55M 0.09%
72,500
206
$4.48M 0.09%
104,500
+1,000
207
$4.47M 0.09%
76,750
208
$4.39M 0.09%
113,100
209
$4.29M 0.09%
120,000
+1,000
210
$4.14M 0.08%
436,000
+3,000
211
$3.99M 0.08%
372,095
+47,561
212
$3.92M 0.08%
278,000
+3,000
213
$3.9M 0.08%
195,900
+19,000
214
$3.88M 0.08%
89,000
215
$3.87M 0.08%
179,928
+24,180
216
$3.84M 0.08%
134,000
-125,500
217
$3.83M 0.08%
196,545
218
$3.8M 0.08%
+59,000
219
$3.77M 0.08%
56,590
220
$3.75M 0.08%
33,200
221
$3.72M 0.08%
143,200
222
$3.69M 0.08%
57,049
223
$3.68M 0.07%
+11,611
224
$3.67M 0.07%
100,000
-50,000
225
$3.66M 0.07%
212,300
+88,400
7 8
9
10 11