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
$127M
AUM Growth
-$1.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$3.07M
3
+$1.45M
4
CAG icon
Conagra Brands
CAG
+$724K
5
DVN icon
Devon Energy
DVN
+$40K

Top Sells

1
+$3.4M
2
+$2.5M
3
+$2.2M
4
AMGN icon
Amgen
AMGN
+$1.62M
5
MRK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.83M 2.22%
53,840
27
$2.51M 1.96%
62,800
28
$2.06M 1.61%
73,844
29
$1.97M 1.54%
16,600
-13,700
30
$1.64M 1.29%
61,443
-1,152
31
$1.45M 1.14%
+160,300
32
$441K 0.35%
17,613
-1,260
33
$378K 0.3%
6,086
-35,450
34
$258K 0.2%
5,690
35
$253K 0.2%
4,830
36
$250K 0.2%
2,760
37
$249K 0.2%
4,690
38
$247K 0.19%
7,920
39
$238K 0.19%
1,800
40
$234K 0.18%
1,835
41
$206K 0.16%
2,670
42
$198K 0.16%
2,718
43
$185K 0.14%
15,170
44
$173K 0.14%
5,600
45
$162K 0.13%
3,691
46
$161K 0.13%
3,140
47
$158K 0.12%
3,547
48
$146K 0.11%
2,184
49
$135K 0.11%
5,650
50
$125K 0.1%
1,730
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