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
$3.6B
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1 +$47.8M
2 +$38M
3 +$30.2M
4
LEGT
Legato Merger Corp III
LEGT
+$25.7M
5
RFAI
RF Acquisition Corp II
RFAI
+$25.5M

Sector Composition

1 Financials 14.48%
2 Industrials 1.24%
3 Materials 0.36%
4 Technology 0.21%
5 Energy 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-107,903
252
-96,025
253
-291,950
254
-234,219