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
351
$3K ﹤0.01%
+100
352
$3K ﹤0.01%
+300
353
$3K ﹤0.01%
+25
354
$2K ﹤0.01%
+25
355
$2K ﹤0.01%
+37
356
$2K ﹤0.01%
+62
357
$2K ﹤0.01%
+93
358
$2K ﹤0.01%
+50
359
$2K ﹤0.01%
+200
360
$2K ﹤0.01%
+37
361
$2K ﹤0.01%
+265
362
$2K ﹤0.01%
+37
363
$2K ﹤0.01%
+35
364
$2K ﹤0.01%
+87
365
$2K ﹤0.01%
+28
366
$2K ﹤0.01%
+25
367
$1K ﹤0.01%
+25
368
$1K ﹤0.01%
+36
369
$1K ﹤0.01%
+28
370
$1K ﹤0.01%
+50
371
$1K ﹤0.01%
+109
372
$1K ﹤0.01%
+50
373
$1K ﹤0.01%
+25
374
0
375
$0 ﹤0.01%
+5