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
151
$75K 0.03%
1,152
152
$74K 0.03%
1,000
153
$74K 0.03%
1,195
154
$72K 0.03%
437
155
$71K 0.03%
1,303
156
$70K 0.03%
1,288
157
$66K 0.03%
1,066
158
$65K 0.03%
1,611
159
$64K 0.03%
686
160
$63K 0.03%
1,332
161
$63K 0.03%
1,416
162
$61K 0.03%
2,988
163
$60K 0.02%
1,694
164
$60K 0.02%
7,000
165
$58K 0.02%
2,367
+756
166
$56K 0.02%
1,250
167
$55K 0.02%
2,000
168
$55K 0.02%
1,088
169
$53K 0.02%
2,000
170
$52K 0.02%
662
171
$51K 0.02%
420
172
$51K 0.02%
511
173
$50K 0.02%
+446
174
$50K 0.02%
2,000
175
$44K 0.02%
1,703