KIM

Karpus Investment Management Portfolio holdings

AUM $3.16B
1-Year Est. Return 4.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.34%
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
+$49.6M
2
+$40M
3
+$28.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$27.4M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$19.4M

Top Sells

1
+$19.5M
2
+$17.5M
3
+$13.1M
4
BGY icon
BlackRock Enhanced International Dividend Trust
BGY
+$12.7M
5
BST icon
BlackRock Science and Technology Trust
BST
+$11.2M

Sector Composition

1 Financials 2.55%
2 Technology 2.34%
3 Communication Services 2.04%
4 Industrials 0.89%
5 Healthcare 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
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