KIM

Karpus Investment Management Portfolio holdings

AUM $3.16B
1-Year Est. Return 4.34%
This Quarter Est. Return
1 Year Est. Return
+4.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$23.4M
3
+$19M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$17.7M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$13.6M

Top Sells

1
+$86.3M
2
+$31.4M
3
+$29.8M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$29.5M
5
CLM icon
Cornerstone Strategic Value Fund
CLM
+$23M

Sector Composition

1 Technology 0.77%
2 Financials 0.65%
3 Consumer Discretionary 0.49%
4 Industrials 0.47%
5 Healthcare 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
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