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
126
$5.87M 0.12%
28,352
+2,304
127
$5.87M 0.12%
58,030
+1,383
128
$5.84M 0.12%
10,613
+165
129
$5.84M 0.12%
220,974
+590
130
$5.82M 0.11%
49,973
-5,614
131
$5.79M 0.11%
140,111
+133,173
132
$5.76M 0.11%
92,604
+289
133
$5.74M 0.11%
77,792
+175
134
$5.73M 0.11%
145,445
-14,326
135
$5.73M 0.11%
16,945
+249
136
$5.72M 0.11%
74,427
-6,343
137
$5.71M 0.11%
85,594
+5,013
138
$5.53M 0.11%
55,105
-752
139
$5.52M 0.11%
18,713
-3,072
140
$5.48M 0.11%
58,997
-51
141
$5.46M 0.11%
2,212
-469
142
$5.41M 0.11%
13,253
+5,910
143
$5.39M 0.11%
137,061
-25,617
144
$5.28M 0.1%
103,095
+95,525
145
$5.25M 0.1%
7,404
+51
146
$5.24M 0.1%
73,628
+15,655
147
$5.23M 0.1%
269,263
+31,891
148
$5.15M 0.1%
161,231
+941
149
$5.09M 0.1%
52,229
-5,186
150
$5.08M 0.1%
53,724
-67
4 5
6
7 8