Karpas Strategies LLC

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Assets, Funds, Holdings

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Karpas Strategies LLC
CRD #108139
SEC #801-57019
CIK #0001127544
AUM$284.4 MM
Employees1
Phone212-223-7280
Address452 Fifth Avenue 14th Floor
New York, NY 10018
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
JNJ 369,000.0 19.4
SCHW 58,370.0 13.2
MMP 13,740.0 11.1
BAM 45,530.0 10.8
CMPR 2,340.0 8.8
BIP 11,500.0 8.5
MRK 208,740.0 7.8
BPY 8,330.0 6.7
WFC 226,380.0 5.5
WPC 12,580.0 5.3
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Holdings by Sector ($BB)