FM
Forward Management Portfolio holdings
AUM
$907M
This Quarter Return
+4.59%
1 Year Return
+0.46%
3 Year Return
+36.86%
5 Year Return
+53.05%
10 Year Return
–
AUM
$1.73B
AUM Growth
+$1.73B
(-0.83%)
Cap. Flow
-$81.3M
Cap. Flow
% of AUM
-4.7%
Top 10 Holdings %
Top 10 Hldgs %
49.8%
Holding
399
New
56
Increased
99
Reduced
102
Closed
45
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$63.8M |
| 2 |
Kite Realty
KRG
|
$14.8M |
| 3 |
MNR
Monmouth Real Estate Investment Corp
MNR
|
$9.17M |
| 4 |
FSP
Franklin Street Properties
FSP
|
$6.86M |
| 5 |
W.P. Carey
WPC
|
$6.03M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$77.3M |
| 2 |
Digital Realty Trust
DLR
|
$48.4M |
| 3 |
LXP Industrial Trust
LXP
|
$25.9M |
| 4 |
ESV
Ensco Rowan plc
ESV
|
$6.99M |
| 5 |
MR
MINDRAY MED INTL LTD SPONSORED ADR REPSTG CL A
MR
|
$5.82M |
Sector Composition
| 1 | Real Estate | 34.48% |
| 2 | Financials | 3.44% |
| 3 | Healthcare | 2.75% |
| 4 | Energy | 1.92% |
| 5 | Industrials | 1.6% |
