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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 $2,348,829,918
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 530,731 $397,459,029 16.92%
2.
Vanguard Malvern Fds
 2,611,590 $131,180,151 5.58%
3.
Ishares Trust
 IEF 1,604,169 $123,697,477 5.27%
4.
Ishares Trust
 HYG 1,002,180 $96,790,569 4.12%
5.
Vanguard Tax-Managed Fds
 1,245,724 $88,757,857 3.78%
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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