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
$2.74B
AUM Growth
+$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$25.6M
3
+$17.9M
4
VRE
Veris Residential
VRE
+$15.4M
5
COLD icon
Americold
COLD
+$11.6M

Top Sells

1
+$33.4M
2
+$31.9M
3
+$26.1M
4
SUI icon
Sun Communities
SUI
+$17.8M
5
FR icon
First Industrial Realty Trust
FR
+$17.5M

Sector Composition

1 Real Estate 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$326M 11.86%
2,442,434
-2,780
2
$250M 9.12%
310,764
+2,503
3
$144M 5.25%
769,788
-22,114
4
$137M 5%
855,512
-38,070
5
$132M 4.8%
979,135
-17,400
6
$126M 4.58%
3,940,332
-58,697
7
$106M 3.86%
1,174,880
+401,785
8
$99.6M 3.63%
2,601,811
+6,507
9
$98.7M 3.6%
323,735
-2,380
10
$94.6M 3.45%
1,898,187
-524,560
11
$88M 3.2%
658,089
-133,498
12
$81.4M 2.96%
739,219
-6,926
13
$76.3M 2.78%
307,744
+23,590
14
$74.9M 2.73%
1,118,370
-21,960
15
$73.3M 2.67%
2,037,076
+224,337
16
$71.9M 2.62%
503,925
-9,350
17
$61.7M 2.25%
285,715
-4,862
18
$61.6M 2.24%
1,804,944
-118,220
19
$53.9M 1.97%
425,570
+78,240
20
$49.6M 1.81%
270,034
-39,220
21
$46.6M 1.7%
829,798
+28,679
22
$45M 1.64%
1,932,048
-17,660
23
$42.5M 1.55%
1,746,790
-443,860
24
$41.8M 1.52%
2,425,180
+374,290
25
$41.1M 1.5%
1,609,654
+282,320
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