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
201
$2.94M 0.06%
64,555
+21,720
202
$2.93M 0.06%
202,266
-13,381
203
$2.91M 0.06%
26,447
-125
204
$2.86M 0.06%
57,883
-1,928
205
$2.85M 0.06%
+40,541
206
$2.82M 0.06%
174,459
+7,486
207
$2.77M 0.05%
44,286
-616
208
$2.65M 0.05%
56,099
-826
209
$2.5M 0.05%
143,773
+1,108
210
$2.5M 0.05%
49,616
-560
211
$2.41M 0.05%
22,878
+15,143
212
$2.41M 0.05%
151,047
-18,208
213
$2.4M 0.05%
13,162
-254
214
$2.32M 0.05%
+15,860
215
$2.31M 0.05%
28,405
-189
216
$2.27M 0.04%
43,601
-3,886
217
$2.27M 0.04%
13,712
-2,563
218
$2.19M 0.04%
26,915
+748
219
$2.12M 0.04%
48,415
+266
220
$2.11M 0.04%
77,263
+1,204
221
$2.11M 0.04%
27,230
-2,627
222
$2.07M 0.04%
60,491
+7
223
$2.06M 0.04%
26,951
-417
224
$2.04M 0.04%
9,251
-1,296
225
$2.01M 0.04%
34,693
+997
7 8
9
10 11