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
$2.05B
AUM Growth
-$693M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$34.8M
3
+$31.5M
4
AIRC
Apartment Income REIT Corp.
AIRC
+$25.5M
5
DOC icon
Healthpeak Properties
DOC
+$23.7M

Top Sells

1
+$70.1M
2
+$64.5M
3
+$63.9M
4
DLR icon
Digital Realty Trust
DLR
+$58.8M
5
ESS icon
Essex Property Trust
ESS
+$57.2M

Sector Composition

1 Real Estate 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$254M 12.39%
1,951,857
-490,577
2
$192M 9.36%
232,661
-78,103
3
$121M 5.88%
1,290,216
+115,336
4
$117M 5.7%
629,829
-139,959
5
$88.6M 4.32%
2,975,426
-964,906
6
$83.9M 4.09%
571,062
-284,450
7
$82.2M 4.01%
570,855
-408,280
8
$78.1M 3.81%
1,443,128
+963,828
9
$76.8M 3.74%
2,053,291
-548,520
10
$67.2M 3.27%
231,535
-92,200
11
$63.1M 3.08%
490,582
-167,507
12
$63M 3.07%
1,040,410
-77,960
13
$62.1M 3.03%
537,194
-202,025
14
$58.7M 2.86%
1,595,510
-441,566
15
$47.7M 2.33%
304,865
-199,060
16
$46.3M 2.26%
2,468,249
+1,263,609
17
$46.2M 2.25%
233,828
-51,887
18
$46M 2.24%
1,962,698
+30,650
19
$34.8M 1.7%
+532,480
20
$33.5M 1.63%
1,343,759
+716,262
21
$31.9M 1.56%
634,354
-195,444
22
$31.5M 1.54%
1,183,104
-426,550
23
$31.5M 1.54%
+865,200
24
$29.4M 1.43%
1,873,770
-551,410
25
$29.3M 1.43%
903,320
+786,080
1
2 3