FM

Forward Management Portfolio holdings

AUM $907M
1-Year Est. Return 0.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$908M
AUM Growth
+$413M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$233M
2
+$82.9M
3
+$64.6M
4
AMT icon
American Tower
AMT
+$7.39M
5
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
+$5.54M

Top Sells

1
+$6.25M
2
+$6.13M
3
+$4.72M
4
VRE
Veris Residential
VRE
+$3.47M
5
CLPR
Clipper Realty
CLPR
+$2.22M

Sector Composition

1 Real Estate 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-272,000
27
– –
-30,000
28
– –
-5,700
29
– –
-18,850
1
2