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
251
$1.22M 0.02%
8,798
-44
252
$1.22M 0.02%
+54,851
253
$1.21M 0.02%
11,455
-92
254
$1.18M 0.02%
27,886
+26
255
$1.18M 0.02%
48,222
-10,281
256
$1.14M 0.02%
46,582
-1,745
257
$1.14M 0.02%
30,706
+953
258
$1.13M 0.02%
5,924
-923
259
$1.13M 0.02%
4,611
-1,847
260
$1.11M 0.02%
28,554
+5,988
261
$1.11M 0.02%
5,802
-23
262
$1.11M 0.02%
44,711
+1,275
263
$1.09M 0.02%
35,280
264
$1.09M 0.02%
61,045
-3,479
265
$1.08M 0.02%
13,067
+206
266
$1.06M 0.02%
6,237
267
$1.04M 0.02%
32,615
-316
268
$1.03M 0.02%
42,737
+413
269
$1.01M 0.02%
45,833
-6,741
270
$995K 0.02%
14,085
+177
271
$990K 0.02%
+20,626
272
$987K 0.02%
11,802
+41
273
$971K 0.02%
14,438
-5,362
274
$957K 0.02%
7,610
-2,590
275
$940K 0.02%
50,296
-2,735
9 10
11
12 13