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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 $2,405,294,224
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 538,277 $412,239,527 17.14%
2.
Vanguard Malvern Fds
 2,832,668 $139,423,904 5.8%
3.
Ishares Trust
 IEF 1,621,259 $116,649,607 4.85%
4.
Ishares Trust
 HYG 1,030,279 $99,813,454 4.15%
5.
Vanguard Tax-Managed Fds
 1,299,966 $91,790,627 3.82%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.