KIM

Karpus Investment Management Portfolio holdings

AUM $3.26B
1-Year Est. Return 8.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.48B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1 +$37.5M
2 +$29M
3 +$28M
4
TRUG icon
TruGolf
TRUG
+$19.9M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$19.6M

Sector Composition

1 Financials 17.78%
2 Healthcare 4.8%
3 Technology 2.83%
4 Industrials 2.62%
5 Consumer Discretionary 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-928,029