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
201
$2.87M 0.05%
35,413
+96
202
$2.85M 0.05%
34,556
-29,396
203
$2.82M 0.05%
61,724
+20,184
204
$2.76M 0.05%
14,338
+551
205
$2.72M 0.05%
189,111
+10,192
206
$2.7M 0.04%
54,195
-2,499
207
$2.69M 0.04%
28,645
-7,406
208
$2.68M 0.04%
24,335
-119
209
$2.65M 0.04%
52,310
-210
210
$2.63M 0.04%
46,411
+587
211
$2.6M 0.04%
11,826
-2,335
212
$2.55M 0.04%
150,005
-2,277
213
$2.54M 0.04%
72,873
-1,000
214
$2.49M 0.04%
28,804
+1,435
215
$2.49M 0.04%
30,371
-112
216
$2.47M 0.04%
36,156
-471
217
$2.43M 0.04%
40,747
+320
218
$2.39M 0.04%
11,059
-1,698
219
$2.37M 0.04%
165,320
-9,942
220
$2.36M 0.04%
84,046
-16,620
221
$2.35M 0.04%
44,371
-642
222
$2.31M 0.04%
55,701
-637
223
$2.29M 0.04%
87,582
+7,690
224
$2.28M 0.04%
55,169
-844
225
$2.27M 0.04%
16,996
-1,098
7 8
9
10 11