DPIM

Duff & Phelps Investment Management Portfolio holdings

AUM $9.63B
1-Year Est. Return 11.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.85B
AUM Growth
-$501M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$240M
2
+$93M
3
+$57.6M
4
SPG icon
Simon Property Group
SPG
+$33.8M
5
IRM icon
Iron Mountain
IRM
+$32.6M

Top Sells

1
+$88.8M
2
+$87.1M
3
+$78.8M
4
REG icon
Regency Centers
REG
+$39M
5
VICI icon
VICI Properties
VICI
+$31.9M

Sector Composition

1 Real Estate 42.56%
2 Utilities 33.49%
3 Energy 11.86%
4 Industrials 5.02%
5 Communication Services 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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