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
$108M
AUM Growth
+$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.31M
3
+$1.32M
4
AON icon
Aon
AON
+$1.19M
5
AMGN icon
Amgen
AMGN
+$53.3K

Top Sells

1
+$3.77M
2
+$3.45M
3
+$2.31M
4
XOM icon
Exxon Mobil
XOM
+$1.94M
5
HAL icon
Halliburton
HAL
+$1.73M

Sector Composition

1 Healthcare 28.62%
2 Financials 19.51%
3 Consumer Staples 18.02%
4 Utilities 7.45%
5 Industrials 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-40,900
52
– –
-39,480
53
– –
0
54
– –
-22,812
55
– –
-2,800
56
– –
-65,274
1 2
3