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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Value
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Growth
14
1
0
0
0
0
11
3
1
KLINGMAN ASSOCIATES LLC

Time Period2018-09-30

Total Holdings105

Total Value ($x1000)488,507
Activities
New5

Increased36

Unchanged37

Decreased27

Sold Out2

Top 10 Stock Holdingstotal 64.78%
IVV15.95

IJH8.81

SPY8.4

TPYP4.84

AMJ4.81

 
SDY4.67

VTIP4.61

PRF4.51

IJR4.44

MDY3.74

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IVV
15.95%
CORE S&P500 ETF
IJH
8.81%
CORE S&P MCP ETF
SPY
8.4%
TR UNIT
TPYP
4.84%
TORTOISE NRAM PI
AMJ
4.81%
ALERIAN ML ETN
SDY
4.67%
S&P DIVID ETF
VTIP
4.61%
STRM INFPROIDX
PRF
4.51%
FTSE RAFI 1000
IJR
4.44%
CORE S&P SCP ETF
MDY
3.74%
UTSER1 S&PDCRP
MLPI
3.52%
ALERIAN INFRST
NEAR
3.02%
SHT MAT BD ETF
RWL
2.29%
LARGE CAP REV ET
TIP
2.01%
TIPS BD ETF
AAPL
1.94%
COM
PJT
1.75%
COM CL A
IWM
1.22%
RUSSELL 2000 ETF
IDV
1.18%
INTL SEL DIV ETF
VNQ
1.13%
REIT ETF
USMV
1.07%
USA MIN VOL ETF
SPLV
0.96%
S&P500 LOW VOL
DVY
0.88%
SELECT DIVID ETF
IWB
0.71%
RUS 1000 ETF
VTI
0.7%
TOTAL STK MKT
VEA
0.67%
FTSE DEV MKT ETF
CFG
0.63%
COM
EFA
0.61%
MSCI EAFE ETF
VEU
0.49%
ALLWRLD EX US
VRP
0.49%
VAR RATE PFD
VWO
0.43%
FTSE EMR MKT ETF
HDV
0.39%
HIGH DIVIDND ETF
VOO
0.37%
SHS
MSFT
0.36%
COM
BRK.B
0.3%
CL B NEW
XOM
0.29%
COM
MA
0.27%
CL A
MLPX
0.25%
GLB X MLP ENRG I
EFAV
0.25%
EAFE MIN VOL ETF
VXUS
0.24%
VG TL INTL STK F
JNJ
0.22%
COM
AMZN
0.22%
COM
ROST
0.21%
COM
VIG
0.21%
DIV APP ETF
RY
0.2%
COM
MINT
0.2%
ENHAN SHRT MAT
FCT
0.19%
COM
GOOG
0.18%
CAP STK CL C
OEF
0.18%
S&P 100 ETF
VB
0.18%
SMALL CP ETF
RWK
0.18%
MID CAP REV ETF
RWJ
0.17%
SMALL CAP REV ET
SOXX
0.17%
PHLX SEMICND ETF
SCZ
0.17%
EAFE SML CP ETF
HD
0.16%
COM
PDN
0.15%
FTSE RAFI SML
RSP
0.14%
S&P500 EQL WGT
FRA
0.14%
COM
TJX
0.14%
COM
PFE
0.13%
COM
ESD
0.12%
COM
DEM
0.12%
EMERG MKTS ETF
JPM
0.11%
COM
IWR
0.11%
RUS MID-CAP ETF
VO
0.1%
MID CAP ETF
CHY
0.1%
COM SHS
PEP
0.1%
COM
EEM
0.1%
MSCI EMG MKT ETF
RWX
0.09%
DJ INTL RL ETF
HON
0.09%
COM
VSS
0.09%
FTSE SMCAP ETF
DIS
0.08%
COM DISNEY
VXF
0.08%
EXTEND MKT ETF
EWX
0.08%
S&P EMKTSC ETF
KMX
0.08%
COM
CACC
0.08%
COM
BSCM
0.08%
BULSHS 2022 CB
BSCN
0.08%
BULSHS 2023 CB
MRK
0.08%
COM
PPG
0.07%
COM
ABBV
0.07%
COM
SCHW
0.07%
COM
VYM
0.07%
HIGH DIV YLD
SCHE
0.07%
EMRG MKTEQ ETF
INB
0.07%
COM
HSY
0.07%
COM
EMLP
0.07%
NO AMER ENERGY
BSCO
0.07%
BULSHS 2024 CB
VVR
0.06%
COM
ORLY
0.06%
COM
IVE
0.06%
S&P 500 VAL ETF
MCI
0.06%
COM
JEC
0.06%
COM
CSX
0.05%
COM
CVX
0.05%
COM
FB
0.05%
CL A
VZ
0.05%
COM
PXF
0.05%
FTSE RAFI DEV
BSCL
0.05%
BULSHS 2021 CB
WIP
0.05%
DB INT GVT ETF
QQQ
0.05%
UNIT SER 1
PG
0.04%
COM
SLYV
0.04%
S&P 600 SMCP VAL
BSV
0.04%
SHORT TRM BOND
RFI
0.03%
COM
MHN
0.03%
COM
JLL
0.27%
COM
MHK
0.05%
COM