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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 $1,626,365,491
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 522,942 $307,845,782 18.92%
2.
Ishares Trust
 IEF 1,382,218 $86,126,015 5.29%
3.
Spdr S & P 500 Etf Trust
 SPY 119,813 $70,219,906 4.31%
4.
Vanguard Malvern Fds
 1,306,764 $63,273,498 3.89%
5.
Apple Inc.
 AAPL 251,534 $62,989,118 3.87%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)