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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
21
2
18
1
6
3
23
11
25
FORWARD MANAGEMENT LLC

Time Period2017-12-31

Total Holdings217

Total Value ($x1000)886,922
Activities
New22

Increased21

Unchanged30

Decreased144

Sold Out13

Top 10 Stock Holdingstotal 45.39%
SPY11.74

AHP/PB6.27

DIA4.12

IWM3.84

QQQ3.81

 
CLNS3.77

RLJ/PA3.12

SBRA3.06

JCAP3.01

EPR/PE2.65

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
11.74%
TR UNIT
AHP/PB
6.27%
PFD CV SER B
DIA
4.12%
UT SER 1
IWM
3.84%
RUSSELL 2000 ETF
QQQ
3.81%
UNIT SER 1
CLNS
3.77%
COM
RLJ/PA
3.12%
CUM CONV PFD A
SBRA
3.06%
COM
JCAP
3.01%
COM
EPR/PE
2.65%
CONV PFD 9% SR E
(NOTE)
2.57%
NOTE 4.500% 3/1
(NOTE)
2.57%
NOTE 7.000% 6/1
AIV
2.44%
CL A
GOV
2.44%
COM SHS BEN INT
CLDT
2.34%
COM
STAG
2.33%
COM
EEM
1.89%
MSCI EMG MKT ETF
GDX
1.88%
GOLD MINERS ETF
EFA
1.87%
MSCI EAFE ETF
LXP/PC
1.83%
PFD CONV SER C
RPT/PD
1.6%
PERP PFD-D CV
CORR/PA
1.45%
DEP SHS REPSTG
RSO
1.45%
COM NEW
UBP/PG
1.34%
PFD-G CV 6.75%
ACWX
1.27%
MSCI ACWI US ETF
TCO
1.16%
COM
CLPR
1.14%
COM
WHLRP
0.94%
CV PFD SER B
EPR/PC
0.75%
PFD C CNV 5.75%
NSA
0.66%
COM SHS BEN IN
CYD
0.62%
COM
TSM
0.59%
SPONSORED ADR
INFY
0.52%
SPONSORED ADR
WHLRD
0.45%
PFD CNV SER D
SLB
0.45%
COM
VGT
0.44%
INF TECH ETF
ARE/PD
0.44%
PFD CONV SER D
AMH
0.37%
CL A
UL
0.36%
SPON ADR NEW
WPPGY
0.35%
ADR
XLV
0.33%
SBI HEALTHCARE
SJR
0.33%
CL B CONV
XLY
0.3%
SBI CONS DISCR
NVS
0.29%
SPONSORED ADR
XLB
0.28%
SBI MATERIALS
CMCSA
0.26%
CL A
AHP
0.26%
COM
COR
0.26%
COM
XLU
0.25%
SBI INT-UTILS
AAT
0.24%
COM
ABEV
0.24%
SPONSORED ADR
PGRE
0.24%
COM
AVB
0.24%
COM
MSFT
0.24%
COM
BEL
0.23%
CL A
SLG
0.22%
COM
DLR
0.22%
COM
MMM
0.22%
COM
EQR
0.22%
SH BEN INT
PUK
0.21%
ADR
ESS
0.2%
COM
BLK
0.2%
COM
UBS
0.2%
SHS
KLAC
0.19%
COM
VNO
0.19%
SH BEN INT
ARE
0.19%
COM
AKR
0.19%
COM SH BEN INT
RHI
0.18%
COM
BKD
0.18%
COM
UTX
0.18%
COM
TXN
0.18%
COM
AAPL
0.18%
COM
USB
0.17%
COM NEW
SKT
0.17%
COM
ROIC
0.16%
COM
CME
0.16%
COM
UBA
0.16%
CL A
KRG
0.16%
COM NEW
CLI
0.16%
COM
GD
0.16%
COM
PFE
0.15%
COM
JNJ
0.15%
COM
FCE/A
0.15%
COM CL A
JPM
0.15%
COM
CIU
0.14%
INTERM CR BD ETF
BDX
0.14%
COM
GSK
0.14%
SPONSORED ADR
FMX
0.14%
SPON ADR UNITS
GGP
0.13%
COM
PSX
0.13%
COM
EMN
0.12%
COM
CAH
0.12%
COM
EWT
0.12%
MSCI TAIWAN ETF
HD
0.12%
COM
HCP
0.12%
COM
WMT
0.12%
COM
HCN
0.12%
COM
MAC
0.12%
COM
TA
0.12%
COM
MSG
0.11%
CL A
INXN
0.11%
SHS
HHC
0.11%
COM
CVX
0.11%
COM
HF
0.11%
CL A
ETN
0.11%
SHS
IVZ
0.11%
SHS
VIS
0.11%
INDUSTRIAL ETF
CSCO
0.11%
COM
BRX
0.11%
COM
AMGN
0.1%
COM
MBB
0.1%
MBS ETF
ACN
0.1%
SHS CLASS A
SBUX
0.09%
COM
IPG
0.09%
COM
JBT
0.09%
COM
WY
0.09%
COM
ALEX
0.09%
COM
DDR
0.09%
COM
PG
0.09%
COM
POOL
0.08%
COM
XLF
0.08%
SBI INT-FINL
DIS
0.08%
COM DISNEY
SPG
0.08%
COM
PLD
0.08%
COM
MRT
0.07%
COM
OC
0.07%
COM
NP
0.07%
COM
UGP
0.07%
SP ADR REP COM
BR
0.07%
COM
PEP
0.07%
COM
FPI
0.06%
COM
VIRT
0.06%
CL A
VNTV
0.06%
CL A
KIM
0.06%
COM
TWX
0.06%
COM NEW
DST
0.05%
COM
PRAH
0.05%
COM
STL
0.05%
COM
LFUS
0.05%
COM
KEP
0.05%
SPONSORED ADR
MET
0.05%
COM
EVR
0.05%
CLASS A
BRK.B
0.05%
CL B NEW
FAF
0.05%
COM
BT
0.05%
ADR
PAK
0.05%
MSCI PAKISTAN
WEX
0.05%
COM
CSFL
0.05%
COM
COO
0.05%
COM NEW
CASY
0.05%
COM
XIV
0.05%
INVRS VIX STERM
EQIX
0.05%
COM PAR $0.001
VAR
0.04%
COM
ACC
0.04%
COM
CMCT
0.04%
COM
GOOS
0.04%
SHS SUB VTG
CLB
0.04%
COM
GEN
0.04%
COM
MON
0.03%
COM
BX
0.03%
COM UNIT LTD
AYI
0.03%
COM
BKI
0.03%
COM
CTLT
0.03%
COM
ESGR
0.03%
SHS
SFI
0.03%
COM
GE
0.03%
COM
PSA
0.03%
COM
GCC
0.02%
SHS BEN INT
BKU
0.02%
COM
CMG
0.02%
COM
GWRE
0.02%
COM
MLHR
0.02%
COM
HMLP
0.02%
COM UNIT LTD
RBA
0.02%
COM
HYG
0.02%
IBOXX HI YD ETF
THRM
0.02%
COM
SU
0.02%
COM
EMB
0.02%
JP MOR EM MK ETF
LQD
0.02%
IBOXX INV CP ETF
IIIN
0.02%
COM
APOG
0.02%
COM
NYCB
0.02%
COM
BDN
0.02%
SH BEN INT NEW
MINT
0.02%
ENHAN SHRT MAT
IVV
0.01%
CORE S&P500 ETF
MCD
0.01%
COM
COST
0.01%
COM
TMF
0.01%
20YR TRES BULL
VEA
0.01%
FTSE DEV MKT ETF
IXUS
0.01%
CORE MSCITOTAL
IJH
0.01%
CORE S&P MCP ETF
BHF
0.01%
COM
ACWI
0.01%
MSCI ACWI ETF
CECE
< 0.01%
COM
NJR
< 0.01%
COM
ENI
< 0.01%
SPONSORED ADR
XOM
< 0.01%
COM
IEV
< 0.01%
EUROPE ETF
OMAB
< 0.01%
SPON ADR
HBC
< 0.01%
SPON ADR NEW
TUR
< 0.01%
MSCI TURKEY ETF
MBT
< 0.01%
SPONSORED ADR
DVY
< 0.01%
SELECT DIVID ETF
CZZ
< 0.01%
SHS A
IJR
< 0.01%
CORE S&P SCP ETF
IEMG
< 0.01%
CORE MSCI EMKT
PICK
< 0.01%
MSCI GBL ETF NEW
MCHI
< 0.01%
CHINA ETF
IWC
< 0.01%
MICRO-CAP ETF
SCZ
< 0.01%
EAFE SML CP ETF
FM
< 0.01%
MSCI FRNTR100ETF
IVW
< 0.01%
S&P 500 GRWT ETF
AAXJ
< 0.01%
MSCI AC ASIA ETF
IJT
< 0.01%
SP SMCP600GR ETF
BKF
< 0.01%
MSCI BRIC INDX
ILF
< 0.01%
LATN AMER 40 ETF
DVYE
< 0.01%
EM MKTS DIV ETF
FSP
2.22%
COM
WPG
0.61%
COM
CBL
0.58%
COM
CSU
0.2%
COM
PAC
0.08%
SPON ADR B
JBGS
0.06%
COM
(NOTE)
0.04%
NOTE 7.500%12/3
CIG
0.03%
SP ADR N-V PFD
BKFS
0.03%
CL A
MNRO
0.02%
COM
IDV
< 0.01%
INTL SEL DIV ETF
INDY
< 0.01%
INDIA 50 ETF
IEFA
< 0.01%
CORE MSCI EAFE