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
$2.56B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$52.5M
2
+$33.9M
3
+$25.6M
4
SPG icon
Simon Property Group
SPG
+$25.5M
5
COLD icon
Americold
COLD
+$24.9M

Top Sells

1
+$37.9M
2
+$22.5M
3
+$13.3M
4
HST icon
Host Hotels & Resorts
HST
+$13.3M
5
INVH icon
Invitation Homes
INVH
+$7.47M

Sector Composition

1 Real Estate 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$254M 9.91%
2,496,755
-2,500
2
$210M 8.19%
368,720
-4,428
3
$139M 5.41%
752,453
+139,230
4
$115M 4.48%
848,078
+1,870
5
$115M 4.48%
3,843,478
-18,410
6
$111M 4.34%
2,763,025
+37,460
7
$105M 4.11%
2,519,788
+380,200
8
$104M 4.06%
428,825
+40,800
9
$99.5M 3.89%
339,745
+5,270
10
$95.2M 3.72%
551,369
-37,360
11
$79.7M 3.11%
2,358,591
-221,300
12
$79.6M 3.11%
1,987,912
+233,830
13
$72.9M 2.85%
505,050
-9,320
14
$72M 2.81%
3,900,073
+42,850
15
$68.5M 2.68%
1,064,686
+287,860
16
$66.3M 2.59%
598,213
-203,482
17
$64.8M 2.53%
462,553
-95,020
18
$64.7M 2.53%
1,971,659
+1,598,962
19
$64.6M 2.52%
1,241,715
+652,260
20
$59.1M 2.31%
596,206
-13,980
21
$43.3M 1.69%
2,587,817
-278,480
22
$37.8M 1.48%
1,535,527
+1,013,380
23
$36.7M 1.44%
546,651
+141,830
24
$34.8M 1.36%
472,746
-4,935
25
$34.5M 1.35%
511,200
-75,820
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