FCM
Forester Capital Management Portfolio holdings
AUM
$70.8M
1-Year Return
8.13%
This Quarter Return
+3.47%
1 Year Return
+8.13%
3 Year Return
+33.21%
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
-$1.45M
(-1.1%)
Cap. Flow
-$5.5M
Cap. Flow
% of AUM
-4.34%
Top 10 Holdings %
Top 10 Hldgs %
41.07%
Holding
67
New
13
Increased
1
Reduced
11
Closed
1
Top Buys
| 1 |
JAH
JARDEN CORPORATION
JAH
|
$3.36M |
| 2 |
Southern Company
SO
|
$3.07M |
| 3 |
JCP
J.C. Penney Company, Inc.
JCP
|
$1.45M |
| 4 |
Conagra Brands
CAG
|
$724K |
| 5 |
Devon Energy
DVN
|
$40K |
Top Sells
| 1 |
VF Corp
VFC
|
$3.4M |
| 2 |
Viatris
VTRS
|
$2.5M |
| 3 |
Eli Lilly
LLY
|
$2.2M |
| 4 |
Amgen
AMGN
|
$1.62M |
| 5 |
Merck
MRK
|
$1.41M |
Sector Composition
| 1 | Healthcare | 23.44% |
| 2 | Consumer Staples | 16.88% |
| 3 | Financials | 15.33% |
| 4 | Industrials | 10.49% |
| 5 | Energy | 9.78% |
