BI
Bulldog Investors Portfolio holdings
AUM
$396M
1-Year Return
8.53%
This Quarter Return
-0.77%
1 Year Return
+8.53%
3 Year Return
+28.46%
5 Year Return
+48.55%
10 Year Return
+64.71%
AUM
$186M
AUM Growth
-$83.5M
(-31%)
Cap. Flow
-$82.9M
Cap. Flow
% of AUM
-44.62%
Top 10 Holdings %
Top 10 Hldgs %
72.5%
Holding
69
New
10
Increased
7
Reduced
10
Closed
19
Top Buys
Top Sells
| 1 |
Stewart Information Services
STC
|
+$39.4M |
| 2 |
FUR
WINTHROP REALTY TRUST SHS BENE INT (NEW)
FUR
|
+$23M |
| 3 |
GLQ
Clough Global Equity Fund
GLQ
|
+$15.4M |
| 4 |
ACG
ALLIANCEBERNSTEIN INCOME FUND INC.
ACG
|
+$8.31M |
| 5 |
AYN
ALLIANCE NEW YORK INCOME FD
AYN
|
+$5.8M |
Sector Composition
| 1 | Financials | 4.52% |
| 2 | Industrials | 2.97% |
| 3 | Consumer Discretionary | 2.42% |
| 4 | Real Estate | 1.38% |