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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
$3.48B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$37.5M
2
+$29M
3
+$28M
4
TRUG icon
TruGolf
TRUG
+$19.9M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$19.6M

Top Sells

1
+$82.4M
2
+$53.9M
3
+$52M
4
TMTS
Spartacus Acquisition Corporation Class A Common Stock
TMTS
+$34.2M
5
BENE
Benessere Capital Acquisition Corp. Class A Common Stock
BENE
+$28.9M

Sector Composition

1 Financials 17.78%
2 Healthcare 4.61%
3 Technology 3.01%
4 Industrials 2.62%
5 Consumer Discretionary 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.71M 0.11%
138,805
+2,864
177
$3.68M 0.11%
376,750
-5,925
178
$3.64M 0.1%
364,059
+120,636
179
$3.63M 0.1%
+365,655
180
$3.58M 0.1%
263,239
-4,750
181
$3.57M 0.1%
31,285
-15,080
182
$3.53M 0.1%
+348,700
183
$3.46M 0.1%
355,808
-3,475
184
$3.36M 0.1%
+344,600
185
$3.34M 0.1%
334,552
+104,700
186
$3.34M 0.1%
344,261
-16,100
187
$3.31M 0.1%
128
-3
188
$3.19M 0.09%
309,925
-14,093
189
$3.14M 0.09%
396,413
-106,483
190
$3.13M 0.09%
+318,300
191
$3.09M 0.09%
+318,901
192
$3.07M 0.09%
+251,128
193
$3.06M 0.09%
137,336
-16,527
194
$3.06M 0.09%
487,132
-3,803
195
$2.91M 0.08%
297,700
-1,500
196
$2.89M 0.08%
292,363
+208,735
197
$2.86M 0.08%
14,141
-660
198
$2.79M 0.08%
409,408
-6,229,957
199
$2.74M 0.08%
+43,685
200
$2.72M 0.08%
639,875
-1,362,682
6 7
8
9 10