DPIM

Duff & Phelps Investment Management Portfolio holdings

AUM $8.51B
1-Year Est. Return 17.19%
This Quarter Est. Return
1 Year Est. Return
+17.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.41B
AUM Growth
-$585M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1 +$37.2M
2 +$24.1M
3 +$20.1M
4
CMS icon
CMS Energy
CMS
+$18.7M
5
AM icon
Antero Midstream
AM
+$15.3M

Top Sells

1 +$28.7M
2 +$28M
3 +$24.5M
4
BXP icon
Boston Properties
BXP
+$24M
5
DM
Dominion Energy Midstream Ptr LP
DM
+$18.7M

Sector Composition

1 Utilities 36.69%
2 Real Estate 30.17%
3 Energy 15.58%
4 Communication Services 4.84%
5 Industrials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-176,000
252
-614,800