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
$279M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Sells

1 +$681K
2 +$673K
3 +$550K
4
NKE icon
Nike
NKE
+$462K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$410K

Sector Composition

1 Financials 4.71%
2 Healthcare 0.83%
3 Consumer Staples 0.83%
4 Technology 0.74%
5 Industrials 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$9K ﹤0.01%
+163
302
$9K ﹤0.01%
68
303
$9K ﹤0.01%
300
304
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370
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$9K ﹤0.01%
600
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$8K ﹤0.01%
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$7K ﹤0.01%
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-3,847
321
$6K ﹤0.01%
767
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$6K ﹤0.01%
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$6K ﹤0.01%
398
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$6K ﹤0.01%
100
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$5K ﹤0.01%
100