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
276
$914K 0.02%
2,378
-1,288
277
$914K 0.02%
6,328
-3,072
278
$911K 0.02%
39,852
-1,971
279
$904K 0.02%
35,046
-135
280
$902K 0.02%
14,177
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281
$902K 0.02%
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-76
282
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10,755
+136
283
$898K 0.02%
3,759
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284
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285
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45,864
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286
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287
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36,050
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288
$872K 0.02%
18,035
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289
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10,288
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290
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291
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292
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293
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294
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50,030
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295
$837K 0.02%
5,001
-10,161
296
$827K 0.02%
24,659
+2,124
297
$825K 0.02%
2,408
-391
298
$822K 0.02%
2,575
+1,119
299
$821K 0.02%
14,084
+4,910
300
$816K 0.02%
8,268
-27
10 11
12
13 14