We are live on ! Find out more
KIM

Karpus Investment Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 6.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.29B
AUM Growth
-$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$35.7M
3
+$27.4M
4
HORI
Emerging Markets Horizon Corp. Class A Ordinary Shares
HORI
+$17.2M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$16.6M

Top Sells

1
+$28.9M
2
+$25.5M
3
+$21M
4
VHAQ
Viveon Health Acquisition Corp.
VHAQ
+$20.2M
5
YSAC
Yellowstone Acquisition Company
YSAC
+$19.2M

Sector Composition

1 Financials 22.16%
2 Healthcare 4.47%
3 Technology 3.78%
4 Industrials 2.6%
5 Consumer Discretionary 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-348,700
452
– –
-492,650
453
– –
-2,055,513
454
– –
-25,000
455
– –
-69,125
456
– –
-64,558
457
– –
-250,000
458
– –
-1,122,301
459
– –
-463,800
460
– –
-150,000
461
– –
-200,000
462
– –
-150,000
463
– –
-100,000
464
– –
-500,000
465
– –
-20,000
466
– –
-50,000
467
– –
-100,000
468
– –
-150,000
469
– –
-50,000
470
– –
-27,400
471
– –
-75,000
472
– –
-1,355,500
473
– –
-499,900
474
– –
-75,000
475
– –
-170,000
16 17 18
19
20