DPIM
Duff & Phelps Investment Management Portfolio holdings
AUM
$8.51B
1-Year Return
17.19%
This Quarter Return
+1.76%
1 Year Return
+17.19%
3 Year Return
+25.16%
5 Year Return
+63.79%
10 Year Return
+120.91%
AUM
$6.45B
AUM Growth
+$90M
(+1.4%)
Cap. Flow
+$38M
Cap. Flow
% of AUM
0.59%
Top 10 Holdings %
Top 10 Hldgs %
24.36%
Holding
230
New
6
Increased
62
Reduced
42
Closed
8
Top Buys
| 1 |
Dominion Energy
D
|
$18.1M |
| 2 |
VER
VEREIT, Inc.
VER
|
$17.5M |
| 3 |
WRI
Weingarten Realty Investors
WRI
|
$15.6M |
| 4 |
Union Pacific
UNP
|
$15.4M |
| 5 |
Welltower
WELL
|
$12.4M |
Top Sells
| 1 |
VICI Properties
VICI
|
$38.5M |
| 2 |
Prologis
PLD
|
$15.5M |
| 3 |
Americold
COLD
|
$14.2M |
| 4 |
Antero Midstream
AM
|
$13.5M |
| 5 |
Alexandria Real Estate Equities
ARE
|
$13.3M |
Sector Composition
| 1 | Utilities | 41.03% |
| 2 | Real Estate | 36.28% |
| 3 | Energy | 7.94% |
| 4 | Communication Services | 5.29% |
| 5 | Industrials | 1.77% |
