Kovitz Investment Group Partners Portfolio holdings
AUM
$23.4B
This Quarter Return
+95.3%
1 Year Return
+16.7%
3 Year Return
+72.68%
5 Year Return
+136.13%
10 Year Return
–
AUM
$2.33M
AUM Growth
+$2.33M
(-100%)
Cap. Flow
-$14.5M
Cap. Flow
% of AUM
-622.32%
Top 10 Holdings %
Top 10 Hldgs %
46.12%
Holding
166
New
13
Increased
23
Reduced
100
Closed
9
Top Buys
| 1 |
Henry Schein
HSIC
|
$39.6K |
| 2 |
GE Aerospace
GE
|
$28.2K |
| 3 |
Blackstone
BX
|
$27.6K |
| 4 |
PARA
Paramount Global Class B
PARA
|
$20.5K |
| 5 |
CarMax
KMX
|
$6.18K |
Top Sells
Sector Composition
| 1 | Financials | 25.89% |
| 2 | Industrials | 23.48% |
| 3 | Consumer Discretionary | 19.09% |
| 4 | Communication Services | 8.73% |
| 5 | Technology | 5.96% |
