KLINGENSTEIN FIELDS & CO LP - Portfolio overview

KLINGENSTEIN FIELDS & CO LP has 214 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AVGO - BROADCOM INC, 6.59%
2. AMZN - AMAZON COM INC, 3.72%
3. GS - GOLDMAN SACHS GROUP, 3.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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