KS

Karpas Strategies Portfolio holdings

AUM $319M
1-Year Est. Return 14.42%
This Quarter Est. Return
1 Year Est. Return
+14.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Sector Composition

1 Financials 22.88%
2 Healthcare 17.65%
3 Communication Services 12.92%
4 Energy 11.14%
5 Utilities 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$163K 0.08%
12,000
102
$137K 0.07%
21,500
103
-14,940
104
-9,240