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
$243M
AUM Growth
+$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Sector Composition

1 Financials 3.18%
2 Healthcare 1.01%
3 Technology 0.87%
4 Energy 0.87%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$10K ﹤0.01%
983
277
$10K ﹤0.01%
+100
278
$10K ﹤0.01%
175
279
$10K ﹤0.01%
200
280
$10K ﹤0.01%
290
281
$10K ﹤0.01%
375
282
$10K ﹤0.01%
400
283
$10K ﹤0.01%
+233
284
$9K ﹤0.01%
200
285
$9K ﹤0.01%
370
286
$9K ﹤0.01%
189
287
$9K ﹤0.01%
216
288
$9K ﹤0.01%
333
289
$8K ﹤0.01%
100
290
$8K ﹤0.01%
69
291
$8K ﹤0.01%
17
292
$8K ﹤0.01%
1,016
293
$8K ﹤0.01%
600
294
$8K ﹤0.01%
559
295
$7K ﹤0.01%
185
296
$7K ﹤0.01%
100
-200
297
$7K ﹤0.01%
54
298
$7K ﹤0.01%
400
299
$7K ﹤0.01%
105
300
$6K ﹤0.01%
100