ACM

AEW Capital Management Portfolio holdings

AUM $1.9B
1-Year Est. Return 10.24%
This Quarter Est. Return
1 Year Est. Return
+10.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.4B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$33.2M
2
+$24M
3
+$20.8M
4
WELL icon
Welltower
WELL
+$17.7M
5
ALEX
Alexander & Baldwin
ALEX
+$13.6M

Top Sells

1
+$50.3M
2
+$21.1M
3
+$20.8M
4
FPO
First Potomac Realty Trust
FPO
+$11M
5
MAC icon
Macerich
MAC
+$8.2M

Sector Composition

1 Real Estate 93.08%
2 Consumer Discretionary 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$525M 11.93%
3,157,325
-125,033
2
$277M 6.29%
4,393,242
+56,600
3
$269M 6.11%
2,272,983
+54,578
4
$239M 5.43%
1,394,752
+15,600
5
$234M 5.31%
5,686,954
+100,600
6
$218M 4.96%
1,533,561
+21,800
7
$191M 4.34%
8,682,044
+78,900
8
$182M 4.13%
4,825,882
+133,736
9
$166M 3.76%
1,368,685
+15,900
10
$165M 3.75%
2,255,951
-76,859
11
$149M 3.39%
2,395,026
+43,300
12
$126M 2.86%
2,007,687
+282,000
13
$117M 2.65%
1,494,787
+6,999
14
$95.5M 2.17%
1,229,460
+47,400
15
$90.8M 2.06%
1,276,796
+336,900
16
$88.5M 2.01%
1,325,412
-122,900
17
$86.1M 1.96%
2,269,992
+31,500
18
$80.8M 1.84%
1,517,085
-96,811
19
$75.8M 1.72%
3,815,104
+55,699
20
$64.4M 1.46%
2,917,762
+21,800
21
$63M 1.43%
830,983
+89,100
22
$60.9M 1.38%
2,681,406
-3,105
23
$60.5M 1.37%
2,770,942
+63,000
24
$59.9M 1.36%
1,072,717
-378,304
25
$59.2M 1.35%
2,196,516
+38,700
1
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