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KIM

Karpus Investment Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 6.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.83%
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
-27,700
227
-482,825
228
-27,777
229
-100,000
230
-150,000
231
-143,259
232
-1,984,850
233
-1,998,592
234
-99,350
235
-215,378
236
-228,306
237
-2,094,273
238
-378,989
239
-90,392
240
-73,774
241
-10,196
242
-143,059
243
-624,650
244
-138,313
245
-4,250
246
-914,523
247
-125,571
248
-13
249
-841,550
250
-271,692