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
51
$14.9M 0.29%
425,344
+87,501
52
$13.7M 0.27%
31,952
-250
53
$12.5M 0.25%
223,560
+4,290
54
$12.5M 0.25%
71,892
+55
55
$12.3M 0.24%
35,946
-6,306
56
$12.3M 0.24%
272,845
+58,128
57
$12.3M 0.24%
171,374
-3,823
58
$12.2M 0.24%
84,055
+14,676
59
$12M 0.24%
139,775
-7,083
60
$11.9M 0.24%
45,432
-3,305
61
$11.8M 0.23%
359,947
-1,058
62
$11.4M 0.23%
31,253
-6,572
63
$11.4M 0.23%
122,975
-1,420
64
$11.4M 0.22%
238,364
-4,549
65
$11.3M 0.22%
46,009
-409
66
$11M 0.22%
98,733
-877
67
$10.6M 0.21%
96,859
-4,130
68
$10.4M 0.2%
111,081
-1,220
69
$10.2M 0.2%
21,031
-1,317
70
$10.1M 0.2%
49,572
-563
71
$10M 0.2%
63,934
-574
72
$9.96M 0.2%
19,420
-134
73
$9.96M 0.2%
210,642
-6,579
74
$9.76M 0.19%
305,432
-3,276
75
$9.69M 0.19%
97,382
-351
1 2
3
4 5