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
$123M
AUM Growth
-$8.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$301K
2
+$129K
3
+$88.6K
4
MRO
Marathon Oil Corporation
MRO
+$71.5K
5
JCP
J.C. Penney Company, Inc.
JCP
+$64.9K

Top Sells

1
+$2.13M
2
+$2.01M
3
+$1.65M
4
UNH icon
UnitedHealth
UNH
+$1.62M
5
GG
Goldcorp Inc
GG
+$1.21M

Sector Composition

1 Healthcare 27.54%
2 Consumer Staples 15.75%
3 Financials 15.05%
4 Industrials 11.47%
5 Technology 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$91K 0.07%
2,800
52
$86K 0.07%
1,730
53
$65K 0.05%
1,900
54
$63K 0.05%
1,245
55
$51K 0.04%
2,900
56
$47K 0.04%
1,600
57
– –
0
1 2
3