KIG
Kovitz Investment Group Portfolio holdings
AUM
$1.62B
This Quarter Return
+3.16%
1 Year Return
-5.36%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.9B
AUM Growth
+$1.9B
(+0.64%)
Cap. Flow
-$134M
Cap. Flow
% of AUM
-7.05%
Top 10 Holdings %
Top 10 Hldgs %
39.87%
Holding
118
New
12
Increased
36
Reduced
54
Closed
16
Top Buys
| 1 |
Apple
AAPL
|
$83.5M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$21.4M |
| 3 |
ONIT
Onity Group Inc.
ONIT
|
$20.2M |
| 4 |
Tapestry
TPR
|
$18.8M |
| 5 |
Coca-Cola
KO
|
$17.8M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$48M |
| 2 |
Lowe's Companies
LOW
|
$41.3M |
| 3 |
Wells Fargo
WFC
|
$37M |
| 4 |
Robert Half
RHI
|
$33.5M |
| 5 |
Becton Dickinson
BDX
|
$27.8M |
Sector Composition
| 1 | Financials | 31.15% |
| 2 | Consumer Discretionary | 13.82% |
| 3 | Technology | 13.49% |
| 4 | Industrials | 11.22% |
| 5 | Consumer Staples | 8.74% |
