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
$2B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$49.6M
2
+$33M
3
+$16.2M
4
JEF icon
Jefferies Financial Group
JEF
+$10.3M
5
DIS icon
Walt Disney
DIS
+$7.38M

Top Sells

1
+$79.2M
2
+$17.8M
3
+$14.6M
4
BDX icon
Becton Dickinson
BDX
+$12.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.24M

Sector Composition

1 Financials 32.29%
2 Consumer Discretionary 14.93%
3 Healthcare 12%
4 Technology 11.97%
5 Industrials 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,269
102
– –
-2,828
103
– –
-3,236
104
– –
-4,077
105
– –
-5,900
106
– –
-21,000
107
– –
-12,000
1 2 3 4
5