FM
Forward Management Portfolio holdings
AUM
$907M
This Quarter Return
-4.14%
1 Year Return
+0.46%
3 Year Return
+36.86%
5 Year Return
+53.05%
10 Year Return
–
AUM
$1.63B
AUM Growth
+$1.63B
(-2.6%)
Cap. Flow
+$28.9M
Cap. Flow
% of AUM
1.77%
Top 10 Holdings %
Top 10 Hldgs %
44.09%
Holding
410
New
47
Increased
112
Reduced
66
Closed
96
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$155M |
| 2 |
National Storage Affiliates Trust
NSA
|
$27.8M |
| 3 |
WPG
Washington Prime Group Inc.
WPG
|
$24.9M |
| 4 |
CLNY
Colony Capital, Inc.
CLNY
|
$16.4M |
| 5 |
Sabra Healthcare REIT
SBRA
|
$15M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$166M |
| 2 |
iShares China Large-Cap ETF
FXI
|
$31.2M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$30.8M |
| 4 |
EXL
EXCEL TRUST , INC COM STK
EXL
|
$19.8M |
| 5 |
Brixmor Property Group
BRX
|
$5.4M |
Sector Composition
| 1 | Real Estate | 37.66% |
| 2 | Healthcare | 4.15% |
| 3 | Financials | 2.71% |
| 4 | Consumer Staples | 1.77% |
| 5 | Industrials | 1.74% |
