BI

Bulldog Investors Portfolio holdings

AUM $449M
1-Year Est. Return 5.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$7.74M
3
+$7.55M
4
DRDBU
Roman DBDR Acquisition Corp II Unit
DRDBU
+$7.21M
5
AFB
AllianceBernstein National Municipal Income Fund
AFB
+$6.28M

Top Sells

1
+$6.88M
2
+$5.65M
3
+$4.98M
4
KSM
DWS Strategic Municipal Income Trust
KSM
+$4.65M
5
FSK icon
FS KKR Capital
FSK
+$4.34M

Sector Composition

1 Financials 32.95%
2 Energy 3.37%
3 Industrials 1.67%
4 Consumer Discretionary 1.62%
5 Technology 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
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