KA
Klingman & Associates Portfolio holdings
AUM
$1.81B
This Quarter Return
+7.66%
1 Year Return
+11.88%
3 Year Return
+45.28%
5 Year Return
+77.09%
10 Year Return
+123.71%
AUM
$1.81B
AUM Growth
+$1.81B
(+11%)
Cap. Flow
+$68.9M
Cap. Flow
% of AUM
3.8%
Top 10 Holdings %
Top 10 Hldgs %
50.78%
Holding
322
New
59
Increased
145
Reduced
67
Closed
8
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$10.7M |
| 2 |
Datadog
DDOG
|
$2.76M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.16M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.68M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.08M |
Sector Composition
| 1 | Technology | 6.75% |
| 2 | Financials | 3.24% |
| 3 | Consumer Discretionary | 1.64% |
| 4 | Communication Services | 0.99% |
| 5 | Industrials | 0.91% |
