BI
Bulldog Investors Portfolio holdings
AUM
$396M
This Quarter Return
+3.9%
1 Year Return
+8.53%
3 Year Return
+28.46%
5 Year Return
+48.55%
10 Year Return
+64.71%
AUM
$396M
AUM Growth
+$396M
(+7%)
Cap. Flow
+$17.6M
Cap. Flow
% of AUM
4.45%
Top 10 Holdings %
Top 10 Hldgs %
37.98%
Holding
203
New
61
Increased
30
Reduced
51
Closed
32
Top Buys
| 1 |
CET
Central Securities Corp
CET
|
$5.36M |
| 2 |
ALX
Alexander's
ALX
|
$4.74M |
| 3 |
Tejon Ranch
TRC
|
$4.41M |
| 4 |
Crescent Capital BDC
CCAP
|
$4.09M |
| 5 |
LEO
BNY Mellon Strategic Municipals
LEO
|
$3.63M |
Top Sells
Sector Composition
| 1 | Financials | 34.91% |
| 2 | Industrials | 3.39% |
| 3 | Consumer Discretionary | 3% |
| 4 | Energy | 2.38% |
| 5 | Real Estate | 1.4% |