DPIM

Duff & Phelps Investment Management Portfolio holdings

AUM $8.51B
1-Year Est. Return 17.19%
This Quarter Est. Return
1 Year Est. Return
+17.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.73B
AUM Growth
-$1.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$34.5M
2 +$26.7M
3 +$24.6M
4
EXR icon
Extra Space Storage
EXR
+$22.8M
5
PLD icon
Prologis
PLD
+$20.9M

Top Sells

1 +$31.8M
2 +$28.1M
3 +$23.6M
4
AEP icon
American Electric Power
AEP
+$22.4M
5
VICI icon
VICI Properties
VICI
+$19.8M

Sector Composition

1 Utilities 42.99%
2 Real Estate 36.77%
3 Energy 7.71%
4 Communication Services 5.37%
5 Industrials 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-64,706
227
-438,305