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
$3.47B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$12.5M
3
+$11.7M
4
NAD icon
Nuveen Quality Municipal Income Fund
NAD
+$11.6M
5
AFJK
Aimei Health Technology Co
AFJK
+$11.2M

Top Sells

1
+$18.9M
2
+$17M
3
+$12.1M
4
KDK
Kodiak AI
KDK
+$11.9M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$7.79M

Sector Composition

1 Financials 7.72%
2 Technology 1.11%
3 Industrials 0.4%
4 Consumer Discretionary 0.32%
5 Materials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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266
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267
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269
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