BI
Bulldog Investors Portfolio holdings
AUM
$396M
1-Year Return
8.53%
This Quarter Return
-0.14%
1 Year Return
+8.53%
3 Year Return
+28.46%
5 Year Return
+48.55%
10 Year Return
+64.71%
AUM
$288M
AUM Growth
-$13.8M
(-4.6%)
Cap. Flow
-$11.3M
Cap. Flow
% of AUM
-3.92%
Top 10 Holdings %
Top 10 Hldgs %
32.59%
Holding
267
New
44
Increased
34
Reduced
64
Closed
57
Top Buys
| 1 |
APCA
AP Acquisition Corp
APCA
|
+$6.65M |
| 2 |
Alchemy Investments Acquisition Corp 1
ALCY
|
+$4.37M |
| 3 |
CHEA
Chenghe Acquisition Co. Class A Ordinary Share
CHEA
|
+$3.79M |
| 4 |
DMF
BNY Mellon Municipal Income
DMF
|
+$3.27M |
| 5 |
New Horizon Aircraft
HOVR
|
+$3.25M |
Top Sells
Sector Composition
| 1 | Financials | 41.29% |
| 2 | Energy | 2.79% |
| 3 | Utilities | 1.38% |
| 4 | Industrials | 1.13% |
| 5 | Technology | 0.84% |