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
51
$12.3M 0.2%
30,747
-576
52
$12.3M 0.2%
93,514
-1,957
53
$12.2M 0.2%
278,490
-22,979
54
$12.1M 0.2%
42,183
-1,373
55
$11.6M 0.19%
45,724
-13,220
56
$11M 0.18%
28,454
-417
57
$10.7M 0.18%
22,596
+861
58
$10.7M 0.18%
69,064
-2,713
59
$10.7M 0.18%
136,370
-5,690
60
$10.4M 0.17%
132,324
-7,042
61
$10.3M 0.17%
98,090
-3,481
62
$10.3M 0.17%
43,498
-1,722
63
$10.2M 0.17%
119,954
-2,077
64
$10.2M 0.17%
17,563
-1,730
65
$10.2M 0.17%
29,073
-2,010
66
$10.1M 0.17%
91,892
-985
67
$10M 0.17%
190,947
-5,943
68
$9.97M 0.17%
96,133
-3,281
69
$9.85M 0.16%
127,853
-1,718
70
$9.77M 0.16%
194,395
-5,139
71
$9.71M 0.16%
40,300
-1,370
72
$9.38M 0.16%
86,071
-107
73
$9.31M 0.15%
182,315
+15,113
74
$9.22M 0.15%
302,678
-1,723
75
$9.13M 0.15%
37,481
-295,036
1 2
3
4 5