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
$5.73B
AUM Growth
-$1.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$42.3M
2 +$30M
3 +$29.4M
4
EXR icon
Extra Space Storage
EXR
+$24.8M
5
EQIX icon
Equinix
EQIX
+$23.6M

Top Sells

1 +$36.4M
2 +$33.8M
3 +$28.1M
4
VICI icon
VICI Properties
VICI
+$27.8M
5
AEP icon
American Electric Power
AEP
+$26.5M

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