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
51
$45K 0.04%
1,245
52
$18K 0.01%
410
53
-2,830
54
-48,425