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
$125M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$5.83M
2 +$5.7M
3 +$5.48M
4
USB icon
US Bancorp
USB
+$5.46M
5
CVS icon
CVS Health
CVS
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 27.52%
2 Consumer Staples 16.96%
3 Financials 13.31%
4 Energy 10.56%
5 Technology 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$78K 0.06%
+2,830
52
$40K 0.03%
+1,245
53
$19K 0.02%
+410