FM
Forward Management Portfolio holdings
AUM
$907M
This Quarter Return
+5.41%
1 Year Return
+0.46%
3 Year Return
+36.86%
5 Year Return
+53.05%
10 Year Return
–
AUM
$1.19B
AUM Growth
+$1.19B
(-2.5%)
Cap. Flow
-$46.2M
Cap. Flow
% of AUM
-3.87%
Top 10 Holdings %
Top 10 Hldgs %
50.94%
Holding
262
New
14
Increased
34
Reduced
129
Closed
38
Top Buys
| 1 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$102M |
| 2 |
Pebblebrook Hotel Trust
PEB
|
$23.8M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$23.1M |
| 4 |
VRE
Veris Residential
VRE
|
$18.8M |
| 5 |
TCO
Taubman Centers Inc.
TCO
|
$15.9M |
Top Sells
Sector Composition
| 1 | Real Estate | 38.29% |
| 2 | Technology | 1.76% |
| 3 | Industrials | 1.7% |
| 4 | Consumer Staples | 1.55% |
| 5 | Financials | 1.5% |