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
101
$7.13M 0.14%
55,960
-223
102
$7.07M 0.14%
39,108
-3,618
103
$7.04M 0.14%
99,805
+26,264
104
$6.89M 0.14%
3,418
+66
105
$6.87M 0.14%
48,570
-152
106
$6.79M 0.13%
101,599
+875
107
$6.68M 0.13%
176,719
+102
108
$6.58M 0.13%
46,704
-2,650
109
$6.5M 0.13%
78,261
+14,179
110
$6.45M 0.13%
19,761
-274
111
$6.43M 0.13%
122,140
+916
112
$6.28M 0.12%
27,077
+2,050
113
$6.26M 0.12%
73,741
-50
114
$6.26M 0.12%
104,161
+302
115
$6.24M 0.12%
233,953
+1,368
116
$6.24M 0.12%
25,502
-2,631
117
$6.23M 0.12%
25,960
+307
118
$6.22M 0.12%
147,930
-520
119
$6.18M 0.12%
80,302
+4,818
120
$6.12M 0.12%
42,036
+3,793
121
$6.1M 0.12%
22,847
+1,366
122
$5.95M 0.12%
79,154
+3,611
123
$5.94M 0.12%
35,876
-264
124
$5.88M 0.12%
94,797
-932
125
$5.88M 0.12%
68,503
-4,874
3 4
5
6 7