KIM

Karpus Investment Management Portfolio holdings

AUM $3.16B
1-Year Est. Return 4.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.34%
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 8.69%
2 Consumer Discretionary 4.34%
3 Industrials 2.54%
4 Communication Services 1.46%
5 Healthcare 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
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-100,000
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-1,984,850
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-99,350
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-2,094,273
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-88,209
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-378,989
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-90,392
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-73,774
250
-143,059