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
$591M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Sells

1 +$13.2M
2 +$13.1M
3 +$11.3M
4
DBRG icon
DigitalBridge
DBRG
+$11.3M
5
PK icon
Park Hotels & Resorts
PK
+$8.44M

Sector Composition

1 Real Estate 20.04%
2 Technology 2.97%
3 Financials 2.44%
4 Industrials 1.63%
5 Healthcare 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-17,380