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
126
$108K 0.04%
+4,800
127
$107K 0.04%
+1,800
128
$105K 0.04%
+5,000
129
$103K 0.04%
+1,748
130
$101K 0.04%
+7,285
131
$101K 0.04%
+737
132
$101K 0.04%
+1,336
133
$99K 0.04%
+1,990
134
$97K 0.04%
+1,484
135
$96K 0.04%
+500
136
$96K 0.04%
+3,112
137
$90K 0.04%
+5,035
138
$87K 0.04%
+2,034
139
$86K 0.04%
+1,564
140
$86K 0.04%
+691
141
$85K 0.04%
+1,816
142
$85K 0.04%
+1,983
143
$80K 0.03%
+1,638
144
$78K 0.03%
+6,000
145
$77K 0.03%
+4,237
146
$77K 0.03%
+2,625
147
$77K 0.03%
+2,000
148
$75K 0.03%
+437
149
$75K 0.03%
+1,152
150
$74K 0.03%
+918