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
$1.95B
AUM Growth
-$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$18.8M
3
+$15.3M
4
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$13.4M
5
EACQ
Easterly Acquisition Corp
EACQ
+$9.91M

Top Sells

1
+$154M
2
+$20.3M
3
+$19.7M
4
NMA
NUVEEN MUNI ADVANTAGE FUND
NMA
+$18.8M
5
VKQ icon
Invesco Municipal Trust
VKQ
+$18.7M

Sector Composition

1 Financials 2.98%
2 Industrials 1.22%
3 Energy 1.03%
4 Consumer Staples 0.36%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
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