Kovitz Investment Group Partners Portfolio holdings
AUM
$23.4B
This Quarter Return
+7.77%
1 Year Return
+16.7%
3 Year Return
+72.68%
5 Year Return
+136.13%
10 Year Return
–
AUM
$4.23B
AUM Growth
+$4.23B
(-15%)
Cap. Flow
-$186M
Cap. Flow
% of AUM
-4.39%
Top 10 Holdings %
Top 10 Hldgs %
30.41%
Holding
463
New
47
Increased
176
Reduced
161
Closed
72
Top Buys
| 1 |
Jacobs Solutions
J
|
$69.9M |
| 2 |
CBRE Group
CBRE
|
$46M |
| 3 |
Mohawk Industries
MHK
|
$36.4M |
| 4 |
Quanta Services
PWR
|
$31.1M |
| 5 |
Arista Networks
ANET
|
$21.4M |
Top Sells
| 1 |
Salesforce
CRM
|
$60.4M |
| 2 |
SPLK
Splunk Inc
SPLK
|
$38.9M |
| 3 |
Becton Dickinson
BDX
|
$38.5M |
| 4 |
Las Vegas Sands
LVS
|
$36.2M |
| 5 |
Amazon
AMZN
|
$32M |
Sector Composition
| 1 | Financials | 19.91% |
| 2 | Technology | 18.61% |
| 3 | Consumer Discretionary | 16.97% |
| 4 | Communication Services | 14.38% |
| 5 | Industrials | 8.88% |
