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
151
$5.06M 0.1%
111,202
+96
152
$5.02M 0.1%
21,974
-105
153
$5M 0.1%
7,940
+257
154
$4.94M 0.1%
123,209
+1,265
155
$4.93M 0.1%
156,734
+2,386
156
$4.9M 0.1%
49,433
-126
157
$4.86M 0.1%
19,587
+926
158
$4.8M 0.09%
111,534
-965
159
$4.76M 0.09%
18,067
-6,443
160
$4.68M 0.09%
58,760
-2,190
161
$4.67M 0.09%
259,501
-3,473
162
$4.6M 0.09%
99,097
-34,329
163
$4.52M 0.09%
90,494
-338
164
$4.46M 0.09%
22,267
+2,029
165
$4.46M 0.09%
139,169
-614
166
$4.45M 0.09%
17,919
+2,854
167
$4.44M 0.09%
31,706
-6,600
168
$4.35M 0.09%
15,603
-2,193
169
$4.33M 0.09%
61,187
+14,270
170
$4.31M 0.09%
28,462
+316
171
$4.29M 0.08%
41,767
+1,651
172
$4.28M 0.08%
84,970
-6,297
173
$4.27M 0.08%
62,601
-1,547
174
$4.19M 0.08%
195,489
-1,667
175
$4.18M 0.08%
197,413
-248
5 6
7
8 9