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
$370M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4M
3
+$3.93M
4
GDL
GDL Fund
GDL
+$3.03M
5
ETHM
Dynamix Corp
ETHM
+$2.94M

Top Sells

1
+$11.7M
2
+$5.13M
3
+$4.56M
4
QETA icon
Quetta Acquisition Corp
QETA
+$3.62M
5
CEE
Central and Eastern Europe Fund
CEE
+$2.86M

Sector Composition

1 Financials 38.42%
2 Energy 3.97%
3 Industrials 2.38%
4 Consumer Discretionary 2.06%
5 Technology 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
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