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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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Market Cap
Large
Value
Mid
Blend
Small
Growth
14
2
0
0
0
0
14
5
1
KLINGMAN ASSOCIATES LLC

Time Period2017-12-31

Total Holdings113

Total Value ($x1000)457,525
Activities
New22

Increased27

Unchanged27

Decreased37

Sold Out4

Top 10 Stock Holdingstotal 64.33%
IVV13.63

SPY8.45

IJH7.81

MLPI7.38

AMJ5.73

 
SDY4.94

PRF4.69

VTIP4.3

MDY3.77

IJR3.63

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IVV
13.63%
CORE S&P500 ETF
SPY
8.45%
TR UNIT
IJH
7.81%
CORE S&P MCP ETF
MLPI
7.38%
ALERIAN INFRST
AMJ
5.73%
ALERIAN ML ETN
SDY
4.94%
S&P DIVID ETF
PRF
4.69%
FTSE RAFI 1000
VTIP
4.3%
STRM INFPROIDX
MDY
3.77%
UTSER1 S&PDCRP
IJR
3.63%
CORE S&P SCP ETF
NEAR
3.47%
SHT MAT BD ETF
TIP
2.88%
TIPS BD ETF
AAPL
2.57%
COM
RWL
1.97%
LARGE CAP REV ET
IDV
1.66%
INTL SEL DIV ETF
PJT
1.63%
COM CL A
IWM
1.18%
RUSSELL 2000 ETF
VNQ
1.14%
REIT ETF
SPLV
1.11%
S&P500 LOW VOL
CFG
1.07%
COM
USMV
1.07%
USA MIN VOL ETF
DVY
0.94%
SELECT DIVID ETF
IWB
0.7%
RUS 1000 ETF
EFA
0.65%
MSCI EAFE ETF
VRP
0.56%
VAR RATE PFD POR
VEU
0.53%
ALLWRLD EX US
JNJ
0.49%
COM
HRS
0.48%
COM
BRK.B
0.46%
CL B NEW
HDV
0.44%
HIGH DIVIDND ETF
VWO
0.32%
FTSE EMR MKT ETF
XOM
0.32%
COM
FCT
0.3%
COM
VTI
0.3%
TOTAL STK MKT
MINT
0.3%
ENHAN SHRT MAT
MSFT
0.29%
COM
MLPX
0.29%
GLB X MLP ENRG I
EFAV
0.26%
EAFE MIN VOL ETF
GOOG
0.26%
CAP STK CL C
MA
0.26%
CL A
VEA
0.25%
FTSE DEV MKT ETF
RY
0.23%
COM
FRA
0.22%
COM
VIG
0.2%
DIV APP ETF
VXUS
0.19%
VG TL INTL STK F
ESD
0.19%
COM
VOO
0.19%
SHS
SCZ
0.18%
EAFE SML CP ETF
RWK
0.18%
MID CAP REV ETF
OEF
0.18%
S&P 100 ETF
VB
0.18%
SMALL CP ETF
RWJ
0.17%
SMALL CAP REV ET
TJX
0.17%
COM
SOXX
0.16%
PHLX SEMICND ETF
XRAY
0.16%
COM
AMZN
0.16%
COM
PEP
0.15%
COM
RSP
0.14%
GUG S&P500 EQ WT
IWF
0.14%
RUS 1000 GRW ETF
PDN
0.14%
EX US SML PORT
HD
0.14%
COM
DEM
0.13%
EMERG MKTS ETF
SCHW
0.12%
COM
KMX
0.12%
COM
WFC
0.12%
COM
IWR
0.12%
RUS MID-CAP ETF
JPM
0.11%
COM
PFE
0.11%
COM
MHK
0.11%
COM
RWX
0.11%
DJ INTL RL ETF
VO
0.1%
MID CAP ETF
CACC
0.1%
COM
EWX
0.1%
S&P EMKTSC ETF
CHY
0.1%
COM SHS
VVR
0.1%
COM
JEC
0.09%
COM
IWD
0.09%
RUS 1000 VAL ETF
EEM
0.09%
MSCI EMG MKT ETF
VSS
0.09%
FTSE SMCAP ETF
PCLN
0.09%
COM NEW
EMB
0.09%
JP MOR EM MK ETF
OMC
0.08%
COM
VYM
0.08%
HIGH DIV YLD
ORLY
0.08%
COM
DIS
0.08%
COM DISNEY
INB
0.08%
COM
SCHE
0.08%
EMRG MKTEQ ETF
VXF
0.08%
EXTEND MKT ETF
HSY
0.08%
COM
ABBV
0.08%
COM
EMLP
0.07%
NO AMER ENERGY
HON
0.07%
COM
V
0.07%
COM CL A
FB
0.06%
CL A
VZ
0.06%
COM
IVE
0.06%
S&P 500 VAL ETF
MCI
0.06%
COM
CVX
0.06%
COM
PXF
0.06%
DEV MKTS EX-US
WIP
0.06%
DB INT GVT ETF
IJJ
0.06%
S&P MC 400VL ETF
ROST
0.05%
COM
BSCO
0.05%
2024 CORP BOND
DBEF
0.05%
XTRAK MSCI EAFE
MRK
0.05%
COM
PG
0.05%
COM
GOOGL
0.05%
CAP STK CL A
IJK
0.05%
S&P MC 400GR ETF
FWONK
0.05%
COM C MEDIA GRP
QQQ
0.05%
UNIT SER 1
BSCN
0.05%
2023 CORP BOND
MHN
0.04%
COM
RFI
0.04%
COM
GE
0.13%
COM
VV
0.08%
LARGE CAP ETF
MUB
0.06%
NAT AMT FREE BD
FLOT
0.06%
FLTG RATE BD ETF