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Home > Institutional Investor > Klingman & Associates, Llc > Profile

Instuitional Investor - Klingman & Associates, Llc

Fund Profile
Filing Period:
Fund Name: Klingman & Associates, Llc
Portfolio Value $1,813,768,138
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 511,769 $317,757,174 17.52%
2.
Ishares Trust
 IEF 1,397,827 $86,693,236 4.78%
3.
Vanguard Malvern Fds
 1,618,829 $81,378,519 4.49%
4.
Spdr S & P 500 Etf Trust
 SPY 118,212 $73,037,590 4.03%
5.
Spdr Series Trust
 716,008 $68,249,870 3.76%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)