FCM

Forester Capital Management Portfolio holdings

AUM $70.8M
1-Year Est. Return 8.13%
This Quarter Est. Return
1 Year Est. Return
+8.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.85M
3
+$49.4K
4
CVS icon
CVS Health
CVS
+$21.6K
5
GIS icon
General Mills
GIS
+$8.63K

Top Sells

1
+$1.45M
2
+$1.45M
3
+$1.38M
4
UNH icon
UnitedHealth
UNH
+$1.31M
5
MSFT icon
Microsoft
MSFT
+$741K

Sector Composition

1 Healthcare 28.73%
2 Consumer Staples 15.95%
3 Financials 13.94%
4 Energy 10.04%
5 Technology 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.55M 2.03%
99,925
-93
27
$2.19M 1.74%
62,800
-11,700
28
$2.1M 1.66%
41,641
-75
29
$1.85M 1.47%
+71,234
30
$662K 0.53%
26,868
-570
31
$650K 0.52%
7,198
+32
32
$370K 0.29%
2,910
-190
33
$359K 0.29%
5,217
-782
34
$351K 0.28%
9,100
-610
35
$351K 0.28%
4,735
-360
36
$344K 0.27%
9,599
37
$337K 0.27%
12,970
38
$335K 0.27%
12,865
-1,950
39
$331K 0.26%
3,405
-250
40
$308K 0.24%
5,334
-910
41
$274K 0.22%
2,275
42
$261K 0.21%
3,525
-690
43
$246K 0.2%
6,520
44
$233K 0.19%
6,428
45
$184K 0.15%
3,940
-1,091
46
$166K 0.13%
7,335
47
$151K 0.12%
2,305
-1,130
48
$150K 0.12%
3,340
49
$146K 0.12%
15,170
50
$97K 0.08%
14,855
-14,850
1
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