DPIM

Duff & Phelps Investment Management Portfolio holdings

AUM $8.82B
1-Year Est. Return 6.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.79B
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$40.4M
2 +$25.1M
3 +$25M
4
PLD icon
Prologis
PLD
+$18.5M
5
SPG icon
Simon Property Group
SPG
+$17.8M

Top Sells

1 +$95.3M
2 +$28.3M
3 +$12.7M
4
VOD icon
Vodafone
VOD
+$10.6M
5
VTR icon
Ventas
VTR
+$8.04M

Sector Composition

1 Real Estate 34.49%
2 Utilities 29.94%
3 Energy 16.93%
4 Communication Services 6.99%
5 Industrials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-498,768
227
-39,935