FCM
Forester Capital Management Portfolio holdings
AUM
$70.8M
This Quarter Return
+0.13%
1 Year Return
+8.13%
3 Year Return
+33.21%
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(-0.45%)
Cap. Flow
+$159K
Cap. Flow
% of AUM
0.13%
Top 10 Holdings %
Top 10 Hldgs %
41.68%
Holding
70
New
4
Increased
25
Reduced
6
Closed
13
Top Buys
| 1 |
Transocean
RIG
|
$2.89M |
| 2 |
JCP
J.C. Penney Company, Inc.
JCP
|
$1.78M |
| 3 |
MRO
Marathon Oil Corporation
MRO
|
$987K |
| 4 |
Viatris
VTRS
|
$950K |
| 5 |
Amgen
AMGN
|
$767K |
Top Sells
| 1 |
Altria Group
MO
|
$3.94M |
| 2 |
Southern Company
SO
|
$3.07M |
| 3 |
Exxon Mobil
XOM
|
$673K |
| 4 |
Kroger
KR
|
$352K |
| 5 |
General Mills
GIS
|
$103K |
Sector Composition
| 1 | Healthcare | 25.52% |
| 2 | Financials | 15.31% |
| 3 | Consumer Staples | 13.34% |
| 4 | Energy | 11.63% |
| 5 | Industrials | 11.11% |
