Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KLINGENSTEIN FIELDS & CO LP | 02-01-2024 | 12-31-2023 | 270 | 2,243,355,516 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $93,440,651 | 248,486 | 0.00 | 0.00 | -355 | -0.14 | 12-31-2023 |
| BROADCOM INC | COM | 2 | $89,637,108 | 80,302 | 0.00 | 0.00 | -3,831 | -4.55 | 12-31-2023 |
| APPLE INC | COM | 3 | $81,198,385 | 421,744 | 0.00 | 0.00 | 10,832 | 2.64 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $78,859,309 | 221,105 | 0.00 | 0.00 | -9,316 | -4.04 | 12-31-2023 |
