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
351
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352
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353
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357
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371
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372
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317
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373
$221K ﹤0.01%
+1,450
374
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+1,433
375
$214K ﹤0.01%
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15
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