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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
$2.99B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 5.25%
2 Industrials 4.07%
3 Technology 2.24%
4 Financials 1.67%
5 Healthcare 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$69K ﹤0.01%
11,500
177
$50K ﹤0.01%
1,958
178
-290,750
179
-125,455
180
-2,611
181
-2,336
182
-621,043
183
-680,175
184
-999,421
185
-29,200
186
-679,483
187
-2,626
188
-130
189
-623,867
190
-1,605
191
-2,690,777
192
-15,650
193
-55,639
194
-3,152
195
-85,006
196
-11,392
197
-49,815
198
-1,542,275
199
-2,696
200
-74,600