KA
Klingman & Associates Portfolio holdings
AUM
$1.98B
1-Year Est. Return
12.44%
1 Year Est. Return
+12.44%
AUM
$279M
AUM Growth
+$11.6M
(+4.3%)
Holding
432
Top Buys
| 1 | +$5.04M | |
| 2 | +$2.29M | |
| 3 | +$2.21M | |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$1.98M |
| 5 |
MLPN
Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020
MLPN
|
+$1.96M |
Top Sells
| 1 | +$681K | |
| 2 | +$673K | |
| 3 | +$550K | |
| 4 |
Nike
NKE
|
+$462K |
| 5 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
+$410K |
Sector Composition
| 1 | Financials | 4.71% |
| 2 | Healthcare | 0.83% |
| 3 | Consumer Staples | 0.83% |
| 4 | Technology | 0.74% |
| 5 | Industrials | 0.72% |