KIG

Kovitz Investment Group Portfolio holdings

AUM $1.62B
1-Year Est. Return 5.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-5.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.86B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$105M
2 +$99.5M
3 +$74.3M
4
TGT icon
Target
TGT
+$74M
5
WBA
Walgreens Boots Alliance
WBA
+$73.3M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$22K ﹤0.01%
+12,000
102
$21K ﹤0.01%
+21,000