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
301
$7K ﹤0.01%
+189
302
$7K ﹤0.01%
+400
303
$7K ﹤0.01%
+105
304
$7K ﹤0.01%
+216
305
$7K ﹤0.01%
+1,016
306
$7K ﹤0.01%
+600
307
$6K ﹤0.01%
+100
308
$6K ﹤0.01%
+200
309
$6K ﹤0.01%
+100
310
$6K ﹤0.01%
+185
311
0
312
$6K ﹤0.01%
+767
313
$6K ﹤0.01%
+153
314
$6K ﹤0.01%
+69
315
$6K ﹤0.01%
+917
316
$5K ﹤0.01%
+300
317
$5K ﹤0.01%
+100
318
$5K ﹤0.01%
+55
319
$5K ﹤0.01%
+150
320
$5K ﹤0.01%
+500
321
$5K ﹤0.01%
+100
322
$5K ﹤0.01%
+200
323
$5K ﹤0.01%
+398
324
$5K ﹤0.01%
+54
325
$5K ﹤0.01%
+100