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
176
$4.05M 0.07%
47,751
-27,448
177
$3.98M 0.07%
8,334
+149
178
$3.9M 0.06%
30,603
-1,436
179
$3.85M 0.06%
33,477
-555
180
$3.83M 0.06%
168,007
-7,052
181
$3.83M 0.06%
203,835
-29,337
182
$3.82M 0.06%
6,889
+685
183
$3.81M 0.06%
132,992
+4,749
184
$3.8M 0.06%
69,462
-841
185
$3.79M 0.06%
104,950
-7,673
186
$3.76M 0.06%
36,460
-3,282
187
$3.74M 0.06%
120,009
-18,061
188
$3.67M 0.06%
137,334
-9,927
189
$3.66M 0.06%
197,043
-65,910
190
$3.63M 0.06%
15,002
-5,201
191
$3.42M 0.06%
34,439
-3,605
192
$3.22M 0.05%
174,434
-8,108
193
$3.2M 0.05%
121,576
+4,359
194
$3.2M 0.05%
12,334
-206
195
$3.14M 0.05%
22,413
-527
196
$3.05M 0.05%
84,414
-5,091
197
$2.99M 0.05%
44,628
-928
198
$2.95M 0.05%
60,540
-3,670
199
$2.93M 0.05%
98,508
+21,580
200
$2.91M 0.05%
12,041
-2,095
6 7
8
9 10