FM

Forward Management Portfolio holdings

AUM $907M
1-Year Est. Return 0.46%
This Quarter Est. Return
1 Year Est. Return
+0.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$657M
AUM Growth
+$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Sector Composition

1 Real Estate 18.79%
2 Financials 1.49%
3 Consumer Discretionary 1.26%
4 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$0 ﹤0.01%
320