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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

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
476
-1,046,254
477
-60,000
478
-498,800
479
-81,958
480
-11,715
481
-600,000
482
-66,345
483
-643,232
484
-537,158
485
-1,850,256
486
-1,883,584
487
-18,800