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
$2.17B
AUM Growth
+$83.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$88.6M
2
+$64.5M
3
+$51.7M
4
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
+$40.9M
5
WELL icon
Welltower
WELL
+$31.6M

Top Sells

1
+$53.2M
2
+$52.2M
3
+$50.3M
4
DEI icon
Douglas Emmett
DEI
+$48.9M
5
NNN icon
NNN REIT
NNN
+$38.8M

Sector Composition

1 Real Estate 97.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$202M 9.32%
2,165,712
+96,200
2
$133M 6.12%
933,950
-59,100
3
$104M 4.81%
2,014,807
+610,175
4
$97M 4.47%
423,366
-31,750
5
$92.8M 4.28%
3,368,850
-341,173
6
$89.7M 4.14%
580,246
-57,000
7
$88.6M 4.08%
+545,980
8
$88M 4.06%
2,485,439
-242,425
9
$83.4M 3.85%
2,013,698
+157,400
10
$82.2M 3.79%
2,198,970
-70,675
11
$80.9M 3.73%
4,004,874
-540,200
12
$80.2M 3.7%
2,210,021
-455,500
13
$79M 3.64%
2,868,906
-155,900
14
$64.8M 2.99%
477,313
+104,800
15
$64.5M 2.97%
+91,798
16
$60.8M 2.8%
4,744,706
+1,955,800
17
$60.4M 2.78%
667,876
-179,238
18
$60.3M 2.78%
953,111
-90,202
19
$54.5M 2.51%
871,848
+8,000
20
$53.2M 2.45%
1,655,844
-485
21
$51.7M 2.39%
+560,000
22
$49.8M 2.29%
4,612,120
-727,500
23
$48.3M 2.23%
1,795,231
-88,250
24
$40.9M 1.89%
+1,174,000
25
$31.4M 1.45%
368,322
-63,800
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