DPIM
Duff & Phelps Investment Management Portfolio holdings
AUM
$8.51B
This Quarter Return
-0.01%
1 Year Return
+17.19%
3 Year Return
+25.16%
5 Year Return
+63.79%
10 Year Return
+120.91%
AUM
$8.22B
AUM Growth
+$8.22B
(-0.15%)
Cap. Flow
+$37.3M
Cap. Flow
% of AUM
0.45%
Top 10 Holdings %
Top 10 Hldgs %
23.25%
Holding
251
New
6
Increased
89
Reduced
58
Closed
8
Top Buys
| 1 |
Digital Realty Trust
DLR
|
$142M |
| 2 |
American Tower
AMT
|
$26.1M |
| 3 |
NiSource
NI
|
$20.4M |
| 4 |
Xylem
XYL
|
$20.3M |
| 5 |
Crown Castle
CCI
|
$14.5M |
Top Sells
| 1 |
Equinix
EQIX
|
$52.4M |
| 2 |
XIFR
XPLR Infrastructure, LP
XIFR
|
$40.1M |
| 3 |
Welltower
WELL
|
$36.3M |
| 4 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
$30.2M |
| 5 |
Cousins Properties
CUZ
|
$26.7M |
Sector Composition
| 1 | Real Estate | 39.1% |
| 2 | Utilities | 34.48% |
| 3 | Energy | 11.55% |
| 4 | Industrials | 4.54% |
| 5 | Communication Services | 3.34% |
