Kovitz Investment Group Partners Portfolio holdings
AUM
$23.4B
1-Year Return
16.7%
This Quarter Return
+11.45%
1 Year Return
+16.7%
3 Year Return
+72.68%
5 Year Return
+136.13%
10 Year Return
–
AUM
$6.03B
AUM Growth
+$474M
(+8.5%)
Cap. Flow
-$106M
Cap. Flow
% of AUM
-1.75%
Top 10 Holdings %
Top 10 Hldgs %
37.88%
Holding
418
New
27
Increased
109
Reduced
248
Closed
8
Top Buys
| 1 |
Keysight
KEYS
|
$35.1M |
| 2 |
Lowe's Companies
LOW
|
$25.2M |
| 3 |
Dollar Tree
DLTR
|
$15.6M |
| 4 |
Diageo
DEO
|
$14.1M |
| 5 |
Becton Dickinson
BDX
|
$13M |
Top Sells
| 1 |
Autodesk
ADSK
|
$71.8M |
| 2 |
Gildan
GIL
|
$47.5M |
| 3 |
General Motors
GM
|
$26.7M |
| 4 |
Apple
AAPL
|
$14.4M |
| 5 |
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% |
