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
151
$73K 0.03%
+1,066
152
$73K 0.03%
+1,698
153
$71K 0.03%
+765
154
$71K 0.03%
+1,195
155
$71K 0.03%
+1,303
156
$69K 0.03%
+1,416
157
$68K 0.03%
+1,288
158
$68K 0.03%
+2,400
159
$68K 0.03%
+1,000
160
$67K 0.03%
+606
161
$65K 0.03%
+2,691
162
$65K 0.03%
+1,694
163
$65K 0.03%
+1,332
164
$64K 0.03%
+567
165
$63K 0.03%
+1,250
166
$61K 0.03%
+686
167
$58K 0.02%
+2,988
168
$58K 0.02%
+504
169
$56K 0.02%
+500
170
$56K 0.02%
+7,000
171
$55K 0.02%
+2,000
172
$54K 0.02%
+1,611
173
$53K 0.02%
+2,000
174
$52K 0.02%
+2,000
175
$52K 0.02%
+1,088