DPIM

Duff & Phelps Investment Management Portfolio holdings

AUM $8.82B
1-Year Est. Return 6.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.82%
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 +$39M
2 +$23.6M
3 +$20.1M
4
AM icon
Antero Midstream
AM
+$18.5M
5
CMS icon
CMS Energy
CMS
+$18.1M

Top Sells

1 +$27.7M
2 +$27.7M
3 +$25.2M
4
BXP icon
Boston Properties
BXP
+$23.7M
5
DM
Dominion Energy Midstream Ptr LP
DM
+$18.7M

Sector Composition

1 Utilities 35.59%
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
-614,800