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
151
$1.87M 0.02%
8,100
-705
152
$1.83M 0.02%
7,710
-677
153
$1.8M 0.02%
14,480
-1,315
154
$1.74M 0.02%
12,195
-950
155
$1.68M 0.02%
7,670
-700
156
$1.66M 0.02%
16,785
-1,510
157
$1.62M 0.02%
24,290
-2,215
158
$1.62M 0.02%
7,770
-560
159
$1.58M 0.02%
22,346
-1,945
160
$1.58M 0.02%
20,310
-1,820
161
$1.57M 0.02%
34,640
162
$1.53M 0.02%
7,895
-660
163
$1.53M 0.02%
6,270
-565
164
$1.51M 0.02%
31,750
-3,650
165
$1.46M 0.02%
15,925
-1,370
166
$1.45M 0.02%
3,810
-250
167
$1.42M 0.02%
12,720
-1,165
168
$1.41M 0.02%
10,450
169
$1.4M 0.02%
16,444
-1,345
170
$1.39M 0.02%
5,805
-495
171
$1.39M 0.02%
9,900
-848
172
$1.32M 0.02%
1,510
-195
173
$1.29M 0.02%
5,355
-450
174
$1.28M 0.02%
5,865
-520
175
$1.27M 0.02%
18,901
-1,660
5 6
7
8 9