KA
Klingman & Associates Portfolio holdings
AUM
$1.81B
1-Year Return
11.88%
This Quarter Return
-2.43%
1 Year Return
+11.88%
3 Year Return
+45.28%
5 Year Return
+77.09%
10 Year Return
+123.71%
AUM
$1.63B
AUM Growth
+$6.97M
(+0.43%)
Cap. Flow
+$103M
Cap. Flow
% of AUM
6.29%
Top 10 Holdings %
Top 10 Hldgs %
51.86%
Holding
274
New
20
Increased
133
Reduced
63
Closed
11
Top Buys
Top Sells
| 1 |
PJT Partners
PJT
|
$4.31M |
| 2 |
Ecolab
ECL
|
$374K |
| 3 |
Stryker
SYK
|
$368K |
| 4 |
Ares Management
ARES
|
$359K |
| 5 |
TJX Companies
TJX
|
$351K |
Sector Composition
| 1 | Technology | 6.28% |
| 2 | Financials | 3.02% |
| 3 | Consumer Discretionary | 1.51% |
| 4 | Healthcare | 0.9% |
| 5 | Communication Services | 0.78% |
