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
$1.98B
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$49M
2
+$39.9M
3
+$28.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$27.1M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$19.2M

Top Sells

1
+$19.8M
2
+$17.5M
3
+$12.8M
4
BGY icon
BlackRock Enhanced International Dividend Trust
BGY
+$12.4M
5
BST icon
BlackRock Science and Technology Trust
BST
+$11.1M

Sector Composition

1 Technology 3.04%
2 Financials 2.55%
3 Communication Services 2.04%
4 Industrials 0.89%
5 Energy 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
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