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
$3.29B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Sells

1 +$24.4M
2 +$19.8M
3 +$19.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$16.4M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$15.9M

Sector Composition

1 Financials 8.3%
2 Industrials 1.3%
3 Technology 0.64%
4 Materials 0.5%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-82,567