KLINGENSTEIN FIELDS & CO LLC
RIA/Wealth
KLINGENSTEIN FIELDS & CO LLC is a RIA/Wealth based in New York, NY led by Kenneth David Pollinger, reporting $4.7B in AUM as of Q3 2025 with AVGO as the largest holding (7% allocation).
CEOKenneth David Pollinger
- Portfolio Value
- $2.6B
- Positions
- 193
- Top Holding
- AVGO at 6.54%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in KLINGENSTEIN FIELDS & CO LLC's portfolio (37.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $173.2M | 6.54% | -$30.6M Sold | 0.01% 524.9K shares | |
Software - Infrastructure Technology | $123.7M | 4.67% | +$28.5K Bought | 0.00% 238.8K shares | |
Internet Content & Information Communication Services | $108.4M | 4.09% | -$661.2K Sold | 0.00% 445.8K shares | |
Insurance - Diversified Financial Services | $96.7M | 3.65% | -$2.3M Sold | 0.01% 192.4K shares | |
Consumer Electronics Technology | $93.7M | 3.54% | +$249.0K Bought | 0.00% 368.1K shares | |
Software - Infrastructure Technology | $90.5M | 3.42% | -$502.7K Sold | 0.07% 444.5K shares | |
Specialty Retail Consumer Cyclical | $81.2M | 3.06% | +$327.6K Bought | 0.00% 369.6K shares | |
Semiconductors Technology | $79.5M | 3.00% | +$53.4K Bought | 0.00% 426.2K shares | |
Drug Manufacturers - General Healthcare | $79.3M | 2.99% | -$391.4K Sold | 0.01% 103.9K shares | |
Entertainment Communication Services | $69.3M | 2.61% | -$110.5K Sold | 0.03% 604.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in KLINGENSTEIN FIELDS & CO LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for KLINGENSTEIN FIELDS & CO LLC
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