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Kovitz Investment Group Partners Portfolio holdings
AUM
$4.31B
1-Year Est. Return
20.41%
This Fund
S&P 500
This Quarter
Est. Return
-3%
1 Year Est. Return
+20.41%
3 Year Est. Return
+68.31%
5 Year Est. Return
+76.52%
10 Year Est. Return
+620.83%
AUM
$4.31B
AUM Growth
-$202M
(-4.5%)
Cap. Flow
+$1.76M
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
34.11%
Holding
528
New
57
Increased
172
Reduced
216
Closed
44
Top Buys
| 1 |
Advanced Micro Devices
AMD
|
+$36.5M |
| 2 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$27.1M |
| 3 |
Dollar General
DG
|
+$26.8M |
| 4 |
Cognizant
CTSH
|
+$23.9M |
| 5 |
Stryker
SYK
|
+$23.4M |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$56.8M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$33.9M |
| 3 |
Workday
WDAY
|
+$30.8M |
| 4 |
Micron Technology
MU
|
+$30.4M |
| 5 |
Travelers Companies
TRV
|
+$24M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Financials | 8.79% |
| 3 | Healthcare | 7.4% |
| 4 | Communication Services | 5.87% |
| 5 | Industrials | 5.33% |
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