KIM

Karpus Investment Management Portfolio holdings

AUM $3.1B
1-Year Est. Return 4.36%
This Quarter Est. Return
1 Year Est. Return
+4.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.55B
AUM Growth
+$85.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$21.9M
2 +$16.8M
3 +$16.1M
4
KDK
Kodiak AI
KDK
+$15.4M
5
MHD icon
BlackRock MuniHoldings Fund
MHD
+$14.6M

Sector Composition

1 Financials 8.53%
2 Industrials 1.3%
3 Technology 0.4%
4 Materials 0.37%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-611,076
252
-79,775