KIM

Karpus Investment Management Portfolio holdings

AUM $3.16B
1-Year Est. Return 4.34%
This Quarter Est. Return
1 Year Est. Return
+4.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.97B
AUM Growth
-$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Sells

1 +$87M
2 +$17.5M
3 +$14.1M
4
USA icon
Liberty All-Star Equity Fund
USA
+$11.9M
5
FPT
Federated Premier Intermediate M
FPT
+$11.5M

Sector Composition

1 Technology 5.43%
2 Industrials 2.47%
3 Communication Services 2.05%
4 Healthcare 1.09%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-748,208