KIG

Kovitz Investment Group Portfolio holdings

AUM $1.62B
1-Year Est. Return 5.36%
This Quarter Est. Return
1 Year Est. Return
-5.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.15B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$64.3M
3
+$45.5M
4
IBM icon
IBM
IBM
+$19.6M
5
ACN icon
Accenture
ACN
+$7.15M

Top Sells

1
+$46.8M
2
+$37.3M
3
+$24M
4
WBA
Walgreens Boots Alliance
WBA
+$18.5M
5
RHI icon
Robert Half
RHI
+$14.5M

Sector Composition

1 Financials 31.26%
2 Technology 15.84%
3 Consumer Discretionary 13.55%
4 Industrials 13.01%
5 Healthcare 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$473K 0.02%
12,656
-1,475
77
$469K 0.02%
5,204
-969
78
$466K 0.02%
6,639
-3,232
79
$420K 0.02%
3,680
80
$402K 0.02%
8,423
+83
81
$380K 0.02%
9,101
+291
82
$372K 0.02%
2,585
+35
83
$360K 0.02%
5,823
+106
84
$341K 0.02%
3,105
85
$338K 0.02%
8,934
+156
86
$328K 0.01%
4,068
-1,532
87
$322K 0.01%
10,916
88
$314K 0.01%
11,823
+879
89
$293K 0.01%
3,110
+100
90
$291K 0.01%
502
-1,780
91
$287K 0.01%
3,140
-310
92
$259K 0.01%
1,015
+15
93
$257K 0.01%
2,985
+125
94
$248K 0.01%
+6,136
95
$230K 0.01%
3,340
+133
96
$228K 0.01%
+2,950
97
$221K 0.01%
6,100
-700
98
$209K 0.01%
1,936
-222,774
99
$204K 0.01%
3,550
-522
100
$189K 0.01%
+15,750
1 2 3
4
5