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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
$2.11B
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.7%
2 Industrials 0.43%
3 Energy 0.06%
4 Technology 0.04%
5 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-19,000
202
-58,940
203
-28,599
204
-395,511
205
-34,000
206
-11,976
207
-90,425
208
-35,223
209
-31,123
210
-13,123
211
-77,936
212
-98,313
213
-1,672,110