AAMU
APG Asset Management US Portfolio holdings
AUM
$13.6B
1-Year Est. Return
4.27%
1 Year Est. Return
-4.27%
AUM
$13.4B
AUM Growth
+$316M
(+2.4%)
Holding
205
Top Buys
| 1 | +$374M | |
| 2 | +$58M | |
| 3 | +$30M | |
| 4 |
Essex Property Trust
ESS
|
+$27M |
| 5 |
Healthcare Realty
HR
|
+$27M |
Top Sells
| 1 | +$17.1M | |
| 2 | +$11.2M | |
| 3 | +$10.4M | |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$10.4M |
| 5 |
Host Hotels & Resorts
HST
|
+$8.35M |
Sector Composition
| 1 | Real Estate | 90.12% |
| 2 | Technology | 2.02% |
| 3 | Healthcare | 0.67% |
| 4 | Communication Services | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Super Micro Computer
SMCI
$18B
| – | – |
-16,590
|
|
||
202
Skyworks Solutions
SWKS
$9.6B
| – | – |
-4,885
|
|
||
203
Teradyne
TER
$31.1B
| – | – |
-4,728
|
|
||
204
Trimble
TRMB
$19.1B
| – | – |
-7,307
|
|
||
205
Viatris
VTRS
$14.2B
| – | – |
-24,664
|
|