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
351
$2K ﹤0.01%
37
352
$2K ﹤0.01%
50
353
$2K ﹤0.01%
28
354
$2K ﹤0.01%
265
355
$2K ﹤0.01%
37
356
$2K ﹤0.01%
+60
357
$2K ﹤0.01%
50
358
$1K ﹤0.01%
8
359
$1K ﹤0.01%
36
360
$1K ﹤0.01%
45
361
$1K ﹤0.01%
109
362
$1K ﹤0.01%
50
363
$1K ﹤0.01%
25
364
$1K ﹤0.01%
100
-200
365
$1K ﹤0.01%
12
366
$1K ﹤0.01%
24
-362
367
$1K ﹤0.01%
9
368
-1,047
369
-917
370
$0 ﹤0.01%
5
371
$0 ﹤0.01%
2
+1
372
-2,691
373
-100
374
-500
375
0