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KIG
Kovitz Investment Group Portfolio holdings
AUM
$1.62B
1-Year Est. Return
5.44%
This Fund
S&P 500
This Quarter
Est. Return
+11.38%
1 Year Est. Return
-5.44%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.19B
AUM Growth
+$130M
(+6.3%)
Cap. Flow
-$62.4M
Cap. Flow
% of AUM
-2.85%
Top 10 Holdings %
Top 10 Hldgs %
37.18%
Holding
125
New
11
Increased
39
Reduced
60
Closed
6
Top Buys
| 1 |
Herc Holdings
HRI
|
+$68.5M |
| 2 |
JPMorgan Chase
JPM
|
+$60.3M |
| 3 |
Corning
GLW
|
+$42M |
| 4 |
IBM
IBM
|
+$18.8M |
| 5 |
Accenture
ACN
|
+$6.57M |
Top Sells
| 1 |
Wells Fargo
WFC
|
+$44.5M |
| 2 |
Sysco
SYY
|
+$35M |
| 3 |
Becton Dickinson
BDX
|
+$23.1M |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
+$18.8M |
| 5 |
Robert Half
RHI
|
+$13.6M |
Sector Composition
| 1 | Financials | 30.6% |
| 2 | Technology | 15.51% |
| 3 | Consumer Discretionary | 13.27% |
| 4 | Industrials | 12.74% |
| 5 | Healthcare | 9.96% |
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