KIM

Karpus Investment Management Portfolio holdings

AUM $3.26B
1-Year Est. Return 8.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.08B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$22.3M
2 +$16.4M
3 +$13M
4
NZF icon
Nuveen Municipal Credit Income Fund
NZF
+$12.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.6M

Sector Composition

1 Financials 1.71%
2 Industrials 0.41%
3 Energy 0.08%
4 Technology 0.05%
5 Consumer Staples 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-19,857
202
-49,854