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
201
$32K 0.01%
560
202
$32K 0.01%
599
203
$32K 0.01%
770
204
$31K 0.01%
2,100
205
$31K 0.01%
434
-313
206
$30K 0.01%
705
-1,997
207
$30K 0.01%
+375
208
$30K 0.01%
575
209
$29K 0.01%
+285
210
$29K 0.01%
1,500
211
$29K 0.01%
500
212
$28K 0.01%
210
213
$28K 0.01%
239
214
$27K 0.01%
5,062
215
$26K 0.01%
450
216
$26K 0.01%
1,076
217
$26K 0.01%
425
218
$26K 0.01%
+665
219
$25K 0.01%
+230
220
$25K 0.01%
200
221
$24K 0.01%
+311
222
$24K 0.01%
679
223
$24K 0.01%
+687
224
$24K 0.01%
206
225
$23K 0.01%
1,400