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
1
$79.9M 1.62%
562,988
2
$79M 1.61%
252,686
-3,500
3
$77.9M 1.58%
1,363,012
+248,500
4
$69.1M 1.41%
1,246,035
5
$67.7M 1.38%
668,880
+3,500
6
$65M 1.32%
758,100
+5,000
7
$59.4M 1.21%
1,940,869
8
$57.6M 1.17%
335,780
+25,800
9
$56.9M 1.16%
554,250
+5,900
10
$56.7M 1.15%
461,650
-11,900
11
$56.2M 1.14%
2,137,180
-71,200
12
$54.5M 1.11%
936,350
+10,900
13
$53.5M 1.09%
838,650
+426,350
14
$53.4M 1.09%
545,860
+31,200
15
$51.1M 1.04%
774,198
16
$50.2M 1.02%
2,403,108
+228,626
17
$49.6M 1.01%
1,125,360
+233,100
18
$49.5M 1.01%
562,810
19
$49.3M 1%
1,816,800
20
$47.8M 0.97%
859,710
+1,000
21
$45M 0.91%
1,741,625
+72,300
22
$44M 0.89%
1,048,500
+3,400
23
$43.9M 0.89%
332,080
24
$43.8M 0.89%
946,825
+17,600
25
$43.4M 0.88%
1,419,575
+332,200
1
2 3 4 5