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
$128M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$4.37M
3
+$245K
4
PC
PANASONIC CORP ADR (REP 1 SHR COM STK) (JP)
PC
+$174K
5
AXA
AXA ADS (1 ORD SHS)
AXA
+$147K

Top Sells

1
+$11.2M
2
+$1.95M
3
+$969K
4
UL icon
Unilever
UL
+$700K
5
USB icon
US Bancorp
USB
+$557K

Sector Composition

1 Healthcare 29.62%
2 Consumer Staples 17.11%
3 Financials 14.39%
4 Technology 9.57%
5 Energy 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$76K 0.06%
+1,830
52
$51K 0.04%
1,245
53
$22K 0.02%
410
54
– –
-2,835
55
– –
-14,855
56
– –
-4,224
57
– –
0
58
– –
-2,305
1 2
3