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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 $1,362,146,767
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 495,758 $236,788,749 17.38%
2.
Vanguard Malvern Fds
 1,457,326 $69,208,429 5.08%
3.
Ishares Trust
 IEF 248,755 $68,942,418 5.06%
4.
Spdr S & P 500 Etf Trust
 SPY 125,885 $59,834,405 4.39%
5.
Spdr Series Trust
 1,157,172 $53,958,949 3.96%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)