Kovitz Investment Group Partners

Kovitz Investment Group Partners Portfolio holdings

AUM $25.6B
1-Year Est. Return 18.46%
This Quarter Est. Return
1 Year Est. Return
+18.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.03B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$25.2M
3
+$15.6M
4
DEO icon
Diageo
DEO
+$14.1M
5
BDX icon
Becton Dickinson
BDX
+$13M

Top Sells

1
+$71.8M
2
+$47.5M
3
+$26.7M
4
AAPL icon
Apple
AAPL
+$14.4M
5
META icon
Meta Platforms (Facebook)
META
+$10.3M

Sector Composition

1 Technology 17.72%
2 Financials 17.29%
3 Consumer Discretionary 11.5%
4 Communication Services 9.74%
5 Industrials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.25M 0.04%
38,233
+31,319
227
$2.13M 0.04%
55,726
+3,089
228
$2.07M 0.03%
39,510
-5,683
229
$2.07M 0.03%
13,883
+8,558
230
$2.01M 0.03%
28,680
-625
231
$1.92M 0.03%
57,808
+1,624
232
$1.88M 0.03%
+12,193
233
$1.81M 0.03%
50,770
+57
234
$1.78M 0.03%
10,439
+248
235
$1.78M 0.03%
5,987
+249
236
$1.77M 0.03%
19,006
-6,514
237
$1.75M 0.03%
24,864
-500
238
$1.74M 0.03%
52,992
+19,406
239
$1.72M 0.03%
20,812
-1,075
240
$1.65M 0.03%
+1,364
241
$1.6M 0.03%
52,007
+1,548
242
$1.55M 0.03%
15,683
-425
243
$1.54M 0.03%
58,880
-22
244
$1.54M 0.03%
9,887
+136
245
$1.49M 0.02%
+56,811
246
$1.49M 0.02%
111,849
-81,350
247
$1.45M 0.02%
63,645
-4,539
248
$1.45M 0.02%
6,562
-341
249
$1.41M 0.02%
15,409
-1,223
250
$1.4M 0.02%
2,897
-125
8 9
10
11 12