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
376
0
377
$0 ﹤0.01%
9
378
-300
379
0
380
-4,934
381
-4,237
382
0
383
-1,538
384
-36,897
385
-19,049
386
-123,793
387
-321
388
-490
389
-400
390
-192
391
-100
392
-267
393
$0 ﹤0.01%
7
394
0
395
$0 ﹤0.01%
21
396
$0 ﹤0.01%
2
397
-600
398
$0 ﹤0.01%
19
399
-512
400
-800