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
$3.44B
AUM Growth
-$391M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$42.2M
2
+$36.2M
3
+$30.5M
4
AVB icon
AvalonBay Communities
AVB
+$23.7M
5
ROIC
Retail Opportunity Investments Corp.
ROIC
+$22.8M

Top Sells

1
+$61.5M
2
+$45.3M
3
+$41.1M
4
SBAC icon
SBA Communications
SBAC
+$35.6M
5
EXR icon
Extra Space Storage
EXR
+$33.2M

Sector Composition

1 Real Estate 99.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$327M 9.49%
2,024,345
-103,142
2
$228M 6.62%
307,549
+6,409
3
$201M 5.84%
3,255,227
+76,102
4
$191M 5.53%
551,419
-31,497
5
$172M 4.98%
690,525
+95,343
6
$169M 4.92%
965,478
+240,777
7
$151M 4.37%
1,072,143
+102,833
8
$142M 4.12%
704,163
+179,983
9
$139M 4.03%
4,877,066
+124,141
10
$133M 3.86%
3,309,006
-73,500
11
$124M 3.59%
600,889
-161,486
12
$118M 3.43%
581,701
-45,407
13
$113M 3.28%
1,967,120
-563,350
14
$109M 3.17%
4,235,393
-314,513
15
$98.4M 2.86%
1,023,088
-311,219
16
$85.1M 2.47%
3,220,108
-182,795
17
$71.1M 2.07%
4,546,165
-386,335
18
$67M 1.95%
904,468
-51,750
19
$64.3M 1.87%
715,300
20
$63.1M 1.83%
301,400
21
$57.6M 1.67%
621,241
+55,391
22
$57.3M 1.66%
2,948,120
-608,000
23
$55.9M 1.62%
3,423,072
+527,973
24
$53.8M 1.56%
1,168,000
-113,000
25
$53.2M 1.54%
695,878
-123,122
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