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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
13
1
0
0
0
0
11
4
1
KLINGMAN ASSOCIATES LLC

Time Period2018-03-31

Total Holdings107

Total Value ($x1000)445,858
Activities
New3

Increased38

Unchanged35

Decreased31

Sold Out9

Top 10 Stock Holdingstotal 66.5%
IVV14.64

SPY8.46

IJH8.32

MLPI7.14

AMJ5.49

 
VTIP4.97

SDY4.89

PRF4.69

IJR3.96

NEAR3.94

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IVV
14.64%
CORE S&P500 ETF
SPY
8.46%
TR UNIT
IJH
8.32%
CORE S&P MCP ETF
MLPI
7.14%
ALERIAN INFRST
AMJ
5.49%
ALERIAN ML ETN
VTIP
4.97%
STRM INFPROIDX
SDY
4.89%
S&P DIVID ETF
PRF
4.69%
FTSE RAFI 1000
IJR
3.96%
CORE S&P SCP ETF
NEAR
3.94%
SHT MAT BD ETF
MDY
3.84%
UTSER1 S&PDCRP
TIP
2.89%
TIPS BD ETF
RWL
2.21%
LARGE CAP REV ET
PJT
1.84%
COM CL A
IDV
1.63%
INTL SEL DIV ETF
AAPL
1.55%
COM
IWM
1.21%
RUSSELL 2000 ETF
VNQ
1.11%
REIT ETF
USMV
1.08%
USA MIN VOL ETF
SPLV
1.08%
S&P500 LOW VOL
DVY
0.93%
SELECT DIVID ETF
CFG
0.75%
COM
IWB
0.71%
RUS 1000 ETF
EFA
0.66%
MSCI EAFE ETF
VRP
0.58%
VAR RATE PFD POR
VEU
0.54%
ALLWRLD EX US
HDV
0.42%
HIGH DIVIDND ETF
VEA
0.35%
FTSE DEV MKT ETF
MSFT
0.34%
COM
VWO
0.33%
FTSE EMR MKT ETF
BRK.B
0.31%
CL B NEW
MINT
0.31%
ENHAN SHRT MAT
FCT
0.3%
COM
VTI
0.3%
TOTAL STK MKT
XOM
0.28%
COM
EFAV
0.27%
EAFE MIN VOL ETF
MLPX
0.25%
GLB X MLP ENRG I
MA
0.23%
CL A
JNJ
0.23%
COM
VOO
0.23%
SHS
RY
0.22%
COM
FRA
0.22%
COM
VIG
0.2%
DIV APP ETF
VXUS
0.2%
VG TL INTL STK F
SCZ
0.19%
EAFE SML CP ETF
RWK
0.18%
MID CAP REV ETF
VB
0.18%
SMALL CP ETF
OEF
0.18%
S&P 100 ETF
SOXX
0.18%
PHLX SEMICND ETF
RWJ
0.17%
SMALL CAP REV ET
GOOG
0.17%
CAP STK CL C
ESD
0.16%
COM
AMZN
0.15%
COM
DEM
0.15%
EMERG MKTS ETF
IWF
0.15%
RUS 1000 GRW ETF
RSP
0.15%
GUG S&P500 EQ WT
PDN
0.14%
EX US SML PORT
PEP
0.14%
COM
HD
0.13%
COM
JPM
0.13%
COM
IWR
0.12%
RUS MID-CAP ETF
PFE
0.11%
COM
TJX
0.11%
COM
RWX
0.11%
DJ INTL RL ETF
VO
0.11%
MID CAP ETF
EWX
0.1%
S&P EMKTSC ETF
VSS
0.1%
FTSE SMCAP ETF
CHY
0.1%
COM SHS
EEM
0.1%
MSCI EMG MKT ETF
IWD
0.09%
RUS 1000 VAL ETF
VVR
0.09%
COM
SCHE
0.08%
EMRG MKTEQ ETF
VYM
0.08%
HIGH DIV YLD
EMB
0.08%
JP MOR EM MK ETF
VXF
0.08%
EXTEND MKT ETF
ABBV
0.08%
COM
DIS
0.08%
COM DISNEY
SCHW
0.08%
COM
INB
0.08%
COM
XRAY
0.07%
COM
KMX
0.07%
COM
HSY
0.07%
COM
GOVT
0.07%
U.S. TRS BD ETF
EMLP
0.07%
NO AMER ENERGY
CACC
0.07%
COM
FB
0.06%
CL A
HON
0.06%
COM
MCI
0.06%
COM
WIP
0.06%
DB INT GVT ETF
IVE
0.06%
S&P 500 VAL ETF
PXF
0.06%
DEV MKTS EX-US
CVX
0.06%
COM
MHK
0.06%
COM
IJJ
0.06%
S&P MC 400VL ETF
VZ
0.05%
COM
ROST
0.05%
COM
BSCO
0.05%
2024 CORP BOND
IJK
0.05%
S&P MC 400GR ETF
BSCN
0.05%
2023 CORP BOND
DBEF
0.05%
XTRAK MSCI EAFE
MRK
0.05%
COM
JEC
0.05%
COM
PG
0.05%
COM
CSX
0.05%
COM
MHN
0.04%
COM
FSIC
0.04%
COM
RFI
0.03%
COM
HRS
0.48%
COM
WFC
0.12%
COM
PCLN
0.09%
COM NEW
OMC
0.08%
COM
ORLY
0.08%
COM
V
0.07%
COM CL A
GOOGL
0.05%
CAP STK CL A
FWONK
0.05%
COM C MEDIA GRP
QQQ
0.05%
UNIT SER 1