DPIM
Duff & Phelps Investment Management Portfolio holdings
AUM
$8.82B
1-Year Est. Return
6.82%
This Fund
S&P 500
1 Year Est. Return
+6.82%
AUM
$8.82B
AUM Growth
+$314M
(+3.7%)
Holding
156
Top Buys
| 1 | +$72.8M | |
| 2 | +$46M | |
| 3 | +$34.1M | |
| 4 |
Equinix
EQIX
|
+$22.7M |
| 5 |
Essential Properties Realty Trust
EPRT
|
+$16.6M |
Top Sells
| 1 | +$70.1M | |
| 2 | +$39.5M | |
| 3 | +$23.8M | |
| 4 |
Lamar Advertising Co
LAMR
|
+$20.7M |
| 5 |
Energy Transfer Partners
ET
|
+$20M |
Sector Composition
| 1 | Real Estate | 44.35% |
| 2 | Utilities | 36.34% |
| 3 | Energy | 10.64% |
| 4 | Industrials | 4.72% |
| 5 | Communication Services | 2.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Norfolk Southern
NSC
$63.1B
| – | – |
-54,205
|
|
||
|
HTO
152
H2O America
HTO
$2.35B
| – | – |
-232,932
|
|
||
153
Terreno Realty
TRNO
$6.27B
| – | – |
-6,825
|
|