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
176
$4.18M 0.08%
23,244
+1,742
177
$4.11M 0.08%
23,640
-1,775
178
$4.04M 0.08%
80,550
+985
179
$4.03M 0.08%
88,518
-4,035
180
$3.89M 0.08%
24,782
+289
181
$3.88M 0.08%
85,357
-4,038
182
$3.79M 0.07%
99,440
+1,034
183
$3.75M 0.07%
8
184
$3.63M 0.07%
108,345
+1,171
185
$3.57M 0.07%
121,426
+89,038
186
$3.44M 0.07%
54,527
-3,341
187
$3.42M 0.07%
14,957
+2,172
188
$3.41M 0.07%
77,143
+495
189
$3.38M 0.07%
46,266
-640
190
$3.35M 0.07%
79,732
-3,858
191
$3.33M 0.07%
96,269
-6,038
192
$3.25M 0.06%
27,047
+907
193
$3.24M 0.06%
69,464
-1,432
194
$3.23M 0.06%
128,136
-7,658
195
$3.23M 0.06%
+24,999
196
$3.19M 0.06%
12,863
-396
197
$3.07M 0.06%
77,642
-5,521
198
$3.05M 0.06%
62,995
-2,861
199
$3.03M 0.06%
22,365
-611
200
$3.01M 0.06%
18,622
-439
6 7
8
9 10