DPIM

Duff & Phelps Investment Management Portfolio holdings

AUM $8.82B
1-Year Est. Return 6.6%
This Quarter Est. Return
1 Year Est. Return
+6.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.82B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$74.6M
2 +$45.1M
3 +$35.5M
4
EQIX icon
Equinix
EQIX
+$22.7M
5
IRM icon
Iron Mountain
IRM
+$17.3M

Top Sells

1 +$73.6M
2 +$40.6M
3 +$24.8M
4
LAMR icon
Lamar Advertising Co
LAMR
+$20.7M
5
ET icon
Energy Transfer Partners
ET
+$19.6M

Sector Composition

1 Real Estate 44.35%
2 Utilities 36.34%
3 Energy 10.64%
4 Industrials 4.72%
5 Communication Services 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NSC icon
151
Norfolk Southern
NSC
$65.5B
-54,205
HTO
152
H2O America
HTO
$1.66B
-232,932
TRNO icon
153
Terreno Realty
TRNO
$6.46B
-6,825