KA

Klingman & Associates Portfolio holdings

AUM $1.98B
1-Year Est. Return 12.44%
This Quarter Est. Return
1 Year Est. Return
+12.44%
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
376
$0 ﹤0.01%
+1
377
$0 ﹤0.01%
+21
378
$0 ﹤0.01%
+8
379
$0 ﹤0.01%
+9
380
$0 ﹤0.01%
+45
381
$0 ﹤0.01%
+7
382
0
383
$0 ﹤0.01%
+21
384
$0 ﹤0.01%
+2
385
$0 ﹤0.01%
+19
386
$0 ﹤0.01%
+25
387
$0 ﹤0.01%
+1
388
$0 ﹤0.01%
+100