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
$305K 0.01%
6,663
+42
352
$302K 0.01%
5,961
353
$290K 0.01%
11,932
354
$289K 0.01%
1,174
-617
355
$288K 0.01%
33,591
-51,686
356
$287K 0.01%
3,060
357
$282K 0.01%
6,526
+950
358
$276K 0.01%
3,045
-4,107
359
$270K 0.01%
2,000
360
$266K 0.01%
7,956
+956
361
$266K 0.01%
+793
362
$258K 0.01%
+2,898
363
$257K 0.01%
+1,641
364
$257K 0.01%
5,500
-1,001
365
$256K 0.01%
1,610
-800
366
$255K 0.01%
6,132
367
$251K 0.01%
2,166
-484
368
$245K ﹤0.01%
4,740
-1,185
369
$244K ﹤0.01%
1,797
-361
370
$234K ﹤0.01%
10,695
-4,500
371
$231K ﹤0.01%
+3,560
372
$229K ﹤0.01%
317
-1,728
373
$221K ﹤0.01%
+1,450
374
$217K ﹤0.01%
+1,433
375
$214K ﹤0.01%
+902