KIM

Karpus Investment Management Portfolio holdings

AUM $3.26B
1-Year Est. Return 8.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.18B
AUM Growth
+$416M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Sector Composition

1 Financials 8.59%
2 Consumer Discretionary 4.34%
3 Industrials 2.55%
4 Communication Services 1.46%
5 Healthcare 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-143,059
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-624,650
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230
-914,523
231
-125,571
232
-13
233
-841,550
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-271,692
235
-11,073
236
-2
237
-154,128
238
-50,107
239
-19,794
240
-3,697
241
-950,012
242
-10,480
243
-68,457
244
-20,000
245
-27,700
246
-482,825
247
-27,777
248
-100,000
249
-150,000
250
-143,259