KA

Klingman & Associates Portfolio holdings

AUM $1.81B
1-Year Est. Return 11.88%
This Quarter Est. Return
1 Year Est. Return
+11.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.43%
2 Energy 1.01%
3 Healthcare 0.9%
4 Technology 0.87%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$12K 0.01%
+333
277
$12K 0.01%
+521
278
$12K 0.01%
+290
279
$12K 0.01%
+267
280
$11K ﹤0.01%
+1,521
281
$11K ﹤0.01%
+230
282
$10K ﹤0.01%
+121
283
$10K ﹤0.01%
+200
284
$10K ﹤0.01%
+1,006
285
$10K ﹤0.01%
+168
286
$10K ﹤0.01%
+350
287
$9K ﹤0.01%
+983
288
$9K ﹤0.01%
+200
289
$9K ﹤0.01%
+370
290
$9K ﹤0.01%
+17
291
$9K ﹤0.01%
+375
292
$9K ﹤0.01%
+400
293
$9K ﹤0.01%
+512
294
$8K ﹤0.01%
+100
295
$8K ﹤0.01%
+200
296
$8K ﹤0.01%
+200
297
$8K ﹤0.01%
+175
298
$8K ﹤0.01%
+321
299
$8K ﹤0.01%
+559
300
$8K ﹤0.01%
+333