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
$375M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$997K
2 +$897K
3 +$808K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$626K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$568K

Sector Composition

1 Financials 3.79%
2 Healthcare 0.43%
3 Energy 0.42%
4 Industrials 0.36%
5 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,442