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
326
$4K ﹤0.01%
55
327
$4K ﹤0.01%
74
328
$4K ﹤0.01%
50
329
$4K ﹤0.01%
300
330
$4K ﹤0.01%
156
331
$4K ﹤0.01%
+100
332
$4K ﹤0.01%
115
333
$4K ﹤0.01%
497
334
$4K ﹤0.01%
976
335
$4K ﹤0.01%
100
336
$4K ﹤0.01%
25
337
$4K ﹤0.01%
300
338
$3K ﹤0.01%
62
339
$3K ﹤0.01%
93
340
$3K ﹤0.01%
200
341
$3K ﹤0.01%
37
342
$3K ﹤0.01%
353
343
$3K ﹤0.01%
35
344
$3K ﹤0.01%
87
345
$3K ﹤0.01%
25
346
$3K ﹤0.01%
112
347
$3K ﹤0.01%
28
348
$3K ﹤0.01%
25
349
$2K ﹤0.01%
25
350
$2K ﹤0.01%
25