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
126
$104K 0.04%
1,748
127
$102K 0.04%
1,800
128
$102K 0.04%
7,285
129
$102K 0.04%
737
130
$100K 0.04%
1,990
131
$95K 0.04%
3,124
+12
132
$95K 0.04%
1,564
133
$94K 0.04%
500
134
$93K 0.04%
691
135
$90K 0.04%
1,638
136
$88K 0.04%
2,108
-1,000
137
$87K 0.04%
1,816
138
$87K 0.04%
1,983
139
$86K 0.04%
2,048
+14
140
$86K 0.04%
799
+295
141
$85K 0.03%
873
+267
142
$83K 0.03%
918
143
$79K 0.03%
2,625
144
$78K 0.03%
1,271
-213
145
$78K 0.03%
2,000
146
$77K 0.03%
5,035
147
$77K 0.03%
6,000
148
$76K 0.03%
2,400
149
$75K 0.03%
1,698
150
$75K 0.03%
765