Kovitz Investment Group Partners

Kovitz Investment Group Partners Portfolio holdings

AUM $23.4B
1-Year Est. Return 16.7%
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.04B
AUM Growth
+$759M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$520M
2
+$53.4M
3
+$19.8M
4
LOW icon
Lowe's Companies
LOW
+$14.4M
5
BDX icon
Becton Dickinson
BDX
+$11.8M

Top Sells

1
+$41.2M
2
+$36M
3
+$12.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.1M
5
CRM icon
Salesforce
CRM
+$8.15M

Sector Composition

1 Technology 19.35%
2 Financials 19.05%
3 Consumer Discretionary 12.35%
4 Communication Services 9.62%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2M 0.04%
136,980
-340,730
227
$1.97M 0.04%
56,081
+3,377
228
$1.88M 0.04%
42,230
+237
229
$1.87M 0.04%
53,595
-113,510
230
$1.84M 0.04%
14,804
+2,040
231
$1.79M 0.04%
54,565
-33
232
$1.76M 0.03%
54,740
+608
233
$1.74M 0.03%
20,475
-122
234
$1.72M 0.03%
169,357
-6,742
235
$1.7M 0.03%
16,932
-1,443
236
$1.68M 0.03%
35,073
+10,408
237
$1.57M 0.03%
60,748
+1,070
238
$1.53M 0.03%
13,303
-2,301
239
$1.44M 0.03%
12,414
+1
240
$1.42M 0.03%
9,500
241
$1.42M 0.03%
7,903
-148
242
$1.4M 0.03%
16,332
+140
243
$1.36M 0.03%
9,678
+249
244
$1.35M 0.03%
6,160
+63
245
$1.35M 0.03%
6,474
-23
246
$1.29M 0.03%
135,793
+3,168
247
$1.28M 0.03%
43,891
-747
248
$1.27M 0.03%
44,141
-713
249
$1.26M 0.02%
32,069
+2,140
250
$1.25M 0.02%
83,544
-2,827
8 9
10
11 12