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
$126M
AUM Growth
+$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.85M
3
+$49.4K
4
CVS icon
CVS Health
CVS
+$21.6K
5
GIS icon
General Mills
GIS
+$8.63K

Top Sells

1
+$1.45M
2
+$1.45M
3
+$1.38M
4
UNH icon
UnitedHealth
UNH
+$1.31M
5
MSFT icon
Microsoft
MSFT
+$741K

Sector Composition

1 Healthcare 28.73%
2 Consumer Staples 15.95%
3 Financials 13.94%
4 Energy 10.04%
5 Technology 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.68M 4.51%
13,441
-5
2
$5.62M 4.46%
206,132
+32
3
$5.52M 4.38%
150,895
-50
4
$5.4M 4.29%
95,140
+380
5
$5.37M 4.26%
266,044
-71,700
6
$5.37M 4.26%
44,154
+10
7
$5.07M 4.03%
58,526
-40
8
$4.88M 3.88%
107,469
+42
9
$4.87M 3.87%
104,008
-106
10
$4.78M 3.79%
74,656
-30
11
$4.72M 3.75%
54,831
-20
12
$4.62M 3.67%
134,610
-635
13
$4.58M 3.64%
63,991
-18,230
14
$4.56M 3.62%
53,797
+10
15
$4.51M 3.59%
45,210
+12
16
$4.2M 3.34%
53,039
+10
17
$4.19M 3.33%
109,885
+75,330
18
$4.18M 3.32%
125,707
-22,250
19
$3.79M 3.01%
87,372
20
$3.67M 2.91%
72,510
21
$3.38M 2.69%
30,230
-12,290
22
$3.24M 2.57%
43,495
23
$3.21M 2.55%
18,115
+279
24
$2.84M 2.25%
85,545
-60
25
$2.58M 2.05%
53,840
+180
1
2 3