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KIM
Karpus Investment Management Portfolio holdings
AUM
$3.21B
1-Year Est. Return
6.83%
This Fund
S&P 500
1 Year Est. Return
+6.83%
AUM
$2.99B
AUM Growth
+$379M
(+15%)
Holding
210
Top Buys
| 1 | +$286M | |
| 2 | +$35.6M | |
| 3 | +$21.2M | |
| 4 |
TRIT
Triterras, Inc. Class A Ordinary Shares
TRIT
|
+$18.9M |
| 5 |
WIA
Western Asset Inflation-Linked Income Fund
WIA
|
+$15.8M |
Top Sells
| 1 | +$36.6M | |
| 2 | +$20.7M | |
| 3 | +$20.3M | |
| 4 |
Nuveen AMT-Free Quality Municipal Income Fund
NEA
|
+$18.9M |
| 5 |
Adams Diversified Equity Fund
ADX
|
+$15.8M |
Sector Composition
| 1 | Consumer Discretionary | 5.25% |
| 2 | Industrials | 4.07% |
| 3 | Technology | 2.24% |
| 4 | Financials | 1.67% |
| 5 | Healthcare | 1.64% |