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
76
$9.36M 0.18%
38,613
-256
77
$9M 0.18%
42,460
+5,518
78
$8.86M 0.18%
46,346
-1,236
79
$8.66M 0.17%
16,335
+3,593
80
$8.65M 0.17%
105,794
-1,393
81
$8.61M 0.17%
46,933
-2,743
82
$8.6M 0.17%
165,731
+50
83
$8.53M 0.17%
27,683
-271
84
$8.42M 0.17%
71,950
+4,316
85
$8.3M 0.16%
162,002
-1,515
86
$8.22M 0.16%
24,426
+2,189
87
$8.03M 0.16%
103,319
+9,435
88
$8.03M 0.16%
96,440
+4,237
89
$8.02M 0.16%
105,431
-18
90
$7.95M 0.16%
251,421
+514
91
$7.83M 0.15%
52,513
-20,310
92
$7.53M 0.15%
16,500
-1,883
93
$7.47M 0.15%
103,188
-834
94
$7.46M 0.15%
47,199
-161
95
$7.41M 0.15%
41,246
+937
96
$7.38M 0.15%
23,350
+254
97
$7.36M 0.15%
71,973
+227
98
$7.28M 0.14%
20,922
-5,474
99
$7.24M 0.14%
33,387
-170
100
$7.24M 0.14%
33,782
-3,677
2 3
4
5 6