BI

Bulldog Investors Portfolio holdings

AUM $432M
1-Year Est. Return 5.59%
This Quarter Est. Return
1 Year Est. Return
+5.59%
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
+$8M
2
+$7.45M
3
+$7.38M
4
DRDBU
Roman DBDR Acquisition Corp II Unit
DRDBU
+$7.22M
5
TPZ
Tortoise Electrification Infrastructure ETF
TPZ
+$6.19M

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 34%
2 Energy 2.32%
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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