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
276
$1.11M 0.02%
9,889
-119
277
$1.11M 0.02%
4,015
-388
278
$1.09M 0.02%
10,435
-120
279
$1.08M 0.02%
44,121
-485
280
$1.07M 0.02%
47,141
-643
281
$1.06M 0.02%
25,278
-301
282
$1.05M 0.02%
37,654
-534
283
$1.05M 0.02%
9,037
-25
284
$1.04M 0.02%
9,432
-1,278
285
$1.04M 0.02%
55,269
-687
286
$1.02M 0.02%
28,990
287
$1M 0.02%
12,538
-205
288
$1M 0.02%
46,422
-1,811
289
$972K 0.02%
4,353
-1,728
290
$953K 0.02%
1,640
-221
291
$916K 0.02%
5,131
292
$890K 0.01%
8,918
-29
293
$881K 0.01%
11,686
+740
294
$861K 0.01%
23,788
295
$837K 0.01%
12,982
-135
296
$821K 0.01%
3,436
-7
297
$809K 0.01%
1,005
298
$773K 0.01%
48,185
-672
299
$705K 0.01%
2,852
-7
300
$684K 0.01%
2,635
-60
10 11
12
13 14