KIG
Kovitz Investment Group Portfolio holdings
AUM
$1.62B
This Quarter Return
+4.28%
1 Year Return
-5.36%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.86B
AUM Growth
–
Cap. Flow
+$1.86B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.06%
Holding
102
New
102
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$107M |
| 2 |
Wells Fargo
WFC
|
$105M |
| 3 |
Lowe's Companies
LOW
|
$75.5M |
| 4 |
Target
TGT
|
$73.2M |
| 5 |
CarMax
KMX
|
$70.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 32.01% |
| 2 | Consumer Discretionary | 20% |
| 3 | Healthcare | 12.91% |
| 4 | Consumer Staples | 10.26% |
| 5 | Technology | 9.29% |