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
101
$14K ﹤0.01%
+21,000
102
– –
-3,741
103
– –
-10,044
104
– –
-14,000
105
– –
-2,076
106
– –
-4,450
107
– –
0
108
– –
0
109
– –
0
1 2 3 4
5