Kovitz Investment Group Partners

Kovitz Investment Group Partners Portfolio holdings

AUM $25.6B
1-Year Est. Return 18.46%
This Quarter Est. Return
1 Year Est. Return
+18.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.03B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$25.2M
3
+$15.6M
4
DEO icon
Diageo
DEO
+$14.1M
5
BDX icon
Becton Dickinson
BDX
+$13M

Top Sells

1
+$71.8M
2
+$47.5M
3
+$26.7M
4
AAPL icon
Apple
AAPL
+$14.4M
5
META icon
Meta Platforms (Facebook)
META
+$10.3M

Sector Composition

1 Technology 17.72%
2 Financials 17.29%
3 Consumer Discretionary 11.5%
4 Communication Services 9.74%
5 Industrials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.86M 0.1%
23,847
+2,776
127
$5.79M 0.1%
27,144
+608
128
$5.69M 0.09%
38,373
-3,022
129
$5.67M 0.09%
113,809
-9,598
130
$5.67M 0.09%
13,797
-456
131
$5.66M 0.09%
42,612
-1,468
132
$5.64M 0.09%
34,778
+764
133
$5.64M 0.09%
69,575
-994
134
$5.61M 0.09%
72,523
+54,547
135
$5.58M 0.09%
99,761
+6,334
136
$5.54M 0.09%
23,822
+740
137
$5.53M 0.09%
146,676
-11,749
138
$5.53M 0.09%
67,988
+36,132
139
$5.48M 0.09%
27,760
-1,663
140
$5.42M 0.09%
97,074
-5,792
141
$5.39M 0.09%
1,519
-82
142
$5.21M 0.09%
77,830
-16,758
143
$5.12M 0.08%
9,653
-1,513
144
$5.11M 0.08%
50,727
-13,558
145
$5.08M 0.08%
21,068
-3,445
146
$5.02M 0.08%
18,533
+578
147
$4.97M 0.08%
33,946
+15,203
148
$4.97M 0.08%
46,789
-11,277
149
$4.9M 0.08%
30,587
+5,864
150
$4.89M 0.08%
28,767
+833
4 5
6
7 8