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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
$2.48B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Sells

1 +$24.2M
2 +$15.8M
3 +$10M
4
HFFG icon
HF Foods Group
HFFG
+$8.79M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$7.68M

Sector Composition

1 Consumer Discretionary 3.03%
2 Technology 2.84%
3 Real Estate 1.72%
4 Industrials 1.33%
5 Communication Services 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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204
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205
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206
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212
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