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
301
$6K ﹤0.01%
200
302
$6K ﹤0.01%
+200
303
$6K ﹤0.01%
30
-100
304
$6K ﹤0.01%
150
305
$6K ﹤0.01%
767
306
$6K ﹤0.01%
500
307
$6K ﹤0.01%
153
308
$6K ﹤0.01%
200
-350
309
$6K ﹤0.01%
398
310
$6K ﹤0.01%
49
311
$5K ﹤0.01%
93
312
$5K ﹤0.01%
80
313
$5K ﹤0.01%
100
314
$5K ﹤0.01%
+200
315
$5K ﹤0.01%
102
316
$5K ﹤0.01%
87
317
$5K ﹤0.01%
100
318
$5K ﹤0.01%
38
319
$5K ﹤0.01%
200
320
$5K ﹤0.01%
500
321
$5K ﹤0.01%
100
322
$4K ﹤0.01%
72
323
$4K ﹤0.01%
26
324
$4K ﹤0.01%
+76
325
$4K ﹤0.01%
59