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
$7.69B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$32.3M
3
+$30.7M
4
EQIX icon
Equinix
EQIX
+$28.3M
5
MAA icon
Mid-America Apartment Communities
MAA
+$25.3M

Top Sells

1
+$124M
2
+$52.6M
3
+$32.1M
4
BXP icon
Boston Properties
BXP
+$31.6M
5
CCI icon
Crown Castle
CCI
+$26.2M

Sector Composition

1 Real Estate 39.24%
2 Utilities 35.83%
3 Energy 10.84%
4 Communication Services 4.75%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.45M 0.04%
9,440
-885
127
$3.42M 0.04%
19,464
-1,700
128
$3.38M 0.04%
82,040
-6,960
129
$3.02M 0.04%
5,150
-465
130
$2.87M 0.04%
45,485
-4,280
131
$2.83M 0.04%
53,450
+1,700
132
$2.56M 0.03%
133,224
+10,000
133
$2.51M 0.03%
4,760
-380
134
$2.47M 0.03%
44,010
-3,750
135
$2.41M 0.03%
45,490
-4,010
136
$2.4M 0.03%
9,830
-810
137
$2.35M 0.03%
59,938
-5,450
138
$2.25M 0.03%
41,630
-3,830
139
$2.21M 0.03%
14,900
-1,310
140
$2.21M 0.03%
19,025
-1,715
141
$2.17M 0.03%
20,760
-2,045
142
$2.15M 0.03%
4,260
-350
143
$2.14M 0.03%
18,966
-1,705
144
$2.12M 0.03%
27,203
-3,884
145
$2.1M 0.03%
13,580
-1,160
146
$2.1M 0.03%
44,610
-4,095
147
$2M 0.03%
6,790
-575
148
$1.95M 0.03%
8,510
-720
149
$1.89M 0.02%
9,825
-890
150
$1.88M 0.02%
4,750
-375
4 5
6
7 8