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
$106M
AUM Growth
-$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$210K
3
+$158K
4
SI
SIEMENS AKTIENGESELLSCHAFT ADS
SI
+$130K
5
PUB
PUBLICIS SA ADS (1 ADS = 1C0M)
PUB
+$125K

Top Sells

1
+$1.49M
2
+$1.17M
3
+$741K
4
UNH icon
UnitedHealth
UNH
+$623K
5
AZO icon
AutoZone
AZO
+$508K

Sector Composition

1 Healthcare 27.66%
2 Consumer Staples 17.06%
3 Financials 15.16%
4 Industrials 10.1%
5 Technology 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$86K 0.08%
4,900
+2,000
52
$79K 0.07%
2,700
+1,100
53
– –
-8,853
54
– –
0
1 2
3