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
351
$333K 0.01%
4,737
352
$328K 0.01%
2,085
-25,575
353
$318K 0.01%
1,926
-28
354
$300K 0.01%
4,909
-3,982
355
$298K ﹤0.01%
520
356
$292K ﹤0.01%
414
-21
357
$289K ﹤0.01%
+11,003
358
$282K ﹤0.01%
7,577
359
$282K ﹤0.01%
+1,912
360
$281K ﹤0.01%
1,129
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361
$280K ﹤0.01%
+1,900
362
$279K ﹤0.01%
2,404
-527
363
$275K ﹤0.01%
18,000
364
$271K ﹤0.01%
2,480
-225
365
$269K ﹤0.01%
10,880
366
$267K ﹤0.01%
1,932
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367
$267K ﹤0.01%
2,283
368
$264K ﹤0.01%
+2,558
369
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6,564
+22
370
$254K ﹤0.01%
+577
371
$250K ﹤0.01%
1,342
-56
372
$250K ﹤0.01%
1,100
373
$250K ﹤0.01%
6,952
+100
374
$249K ﹤0.01%
4,334
-114
375
$248K ﹤0.01%
8,424
+465
13 14
15
16 17