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
$2.98B
AUM Growth
-$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1 +$34.9M
2 +$24.1M
3 +$15.9M
4
USAR
USA Rare Earth Inc
USAR
+$10.3M
5
EIM
Eaton Vance Municipal Bond Fund
EIM
+$9.72M

Sector Composition

1 Financials 9.53%
2 Industrials 1.5%
3 Technology 0.91%
4 Healthcare 0.6%
5 Materials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-500,000
327
-81,200
328
-285,886
329
-28,630