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
251
$1.39M 0.02%
6,182
-166
252
$1.34M 0.02%
5,109
-87
253
$1.33M 0.02%
+2,723
254
$1.33M 0.02%
38,217
-615
255
$1.32M 0.02%
4,414
+87
256
$1.32M 0.02%
26,794
-564
257
$1.31M 0.02%
6,009
-21
258
$1.29M 0.02%
4,959
+92
259
$1.29M 0.02%
53,198
-34,852
260
$1.29M 0.02%
+28,417
261
$1.27M 0.02%
8,036
+2,496
262
$1.25M 0.02%
35,272
-13,213
263
$1.24M 0.02%
5,414
-105
264
$1.23M 0.02%
37,135
-428
265
$1.23M 0.02%
8,200
-1,990
266
$1.22M 0.02%
39,417
-1,184
267
$1.2M 0.02%
8,545
-150
268
$1.19M 0.02%
13,667
-49
269
$1.18M 0.02%
26,516
-365
270
$1.18M 0.02%
58,804
-5,835
271
$1.17M 0.02%
47,986
-547
272
$1.16M 0.02%
39,009
-444
273
$1.15M 0.02%
101,133
-5,090
274
$1.12M 0.02%
7,199
-228
275
$1.12M 0.02%
75,053
-776
9 10
11
12 13