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
376
$243K ﹤0.01%
2,067
-35
377
$243K ﹤0.01%
3,559
-126
378
$243K ﹤0.01%
+3,688
379
$241K ﹤0.01%
+10,087
380
$233K ﹤0.01%
6,838
-848
381
$232K ﹤0.01%
1,787
-434
382
$231K ﹤0.01%
+10,000
383
$226K ﹤0.01%
+4,118
384
$223K ﹤0.01%
+3,191
385
$221K ﹤0.01%
2,904
-540
386
$221K ﹤0.01%
+8,000
387
$219K ﹤0.01%
+6,375
388
$219K ﹤0.01%
6,873
+71
389
$218K ﹤0.01%
+1,650
390
$211K ﹤0.01%
240
-27
391
$205K ﹤0.01%
+4,015
392
$205K ﹤0.01%
+1,779
393
$203K ﹤0.01%
+1,471
394
$191K ﹤0.01%
15,600
-1,091
395
$185K ﹤0.01%
17,112
+4,420
396
$180K ﹤0.01%
13,069
+173
397
$167K ﹤0.01%
10,000
398
$156K ﹤0.01%
+12,292
399
$155K ﹤0.01%
+11,283
400
$153K ﹤0.01%
10,000
13 14 15
16
17