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
$396M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$5.08M
2 +$4.53M
3 +$4.46M
4
TRC icon
Tejon Ranch
TRC
+$4.29M
5
LEO
BNY Mellon Strategic Municipals
LEO
+$3.59M

Top Sells

1 +$11.5M
2 +$7.22M
3 +$5.25M
4
CEP
Cantor Equity Partners
CEP
+$3.98M
5
VACH
Voyager Acquisition Corp
VACH
+$3.97M

Sector Composition

1 Financials 31.98%
2 Industrials 3.57%
3 Energy 3.45%
4 Consumer Discretionary 3%
5 Real Estate 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-119,820
202
-21,145
203
-106,627