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
$5.39B
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$22.6M
3
+$19.4M
4
AIG icon
American International
AIG
+$17.4M
5
TRTN
Triton International Limited
TRTN
+$14.5M

Top Sells

1
+$49.7M
2
+$45.3M
3
+$43.5M
4
DEG
ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS
DEG
+$20M
5
SKT icon
Tanger
SKT
+$18.8M

Sector Composition

1 Healthcare 15.89%
2 Technology 14.4%
3 Consumer Discretionary 11.39%
4 Financials 10.01%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.77M 0.11%
80,500
+500
202
$5.74M 0.11%
451,300
+1,450
203
$5.72M 0.11%
+137,000
204
$5.64M 0.1%
101,200
+18,250
205
$5.63M 0.1%
84,000
+57,700
206
$5.63M 0.1%
+204,200
207
$5.62M 0.1%
60,500
208
$5.51M 0.1%
221,000
+1,000
209
$5.49M 0.1%
68,949
210
$5.45M 0.1%
136,700
+11,900
211
$5.45M 0.1%
259,600
-269,600
212
$5.36M 0.1%
51,227
213
$5.35M 0.1%
154,700
214
$5.21M 0.1%
258,500
+63,000
215
$5.17M 0.1%
134,500
+1,000
216
$5.14M 0.1%
231,000
+500
217
$5.12M 0.1%
51,250
+125
218
$5.08M 0.09%
264,000
+1,000
219
$5M 0.09%
207,255
+1,100
220
$5M 0.09%
54,100
-52,200
221
$4.96M 0.09%
43,000
222
$4.8M 0.09%
330,500
+1,500
223
$4.76M 0.09%
67,384
+8,335
224
$4.75M 0.09%
62,500
+500
225
$4.73M 0.09%
130,250
+500
7 8
9
10 11