KI

Kovitz Investment Group, LLC

13F
Kovitz Investment Group, LLC
Last update 2016-02-16 119 Stocks (23 new)
Value $1.62 Bil Turnover 7 %
Countries:
Top Holdings:
Kovitz Investment Group, LLC Top Holdings of 2015-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B
Berkshire Hathaway Inc
728,526
96,194.0
+0.14%
5.950
+0.01%
0.030
-10.99%
+3.72%
1,014,122.1
Insurance
J
Jacobs Engineering Group Inc
4,476,110
93,887.0
-1.20%
5.810
-0.06%
1.730
+15.26%
+1.61%
16,067.3
Construction
BA
Boeing Co
595,978
86,172.0
-2.84%
5.330
-0.14%
0.100
+47.89%
+29.94%
173,421.3
Aerospace & Defense
PWR
Quanta Services Inc
4,227,365
85,604.0
+18.26%
5.290
+0.82%
2.940
+41.61%
+22.42%
57,284.7
Construction
AAPL
Apple Inc
3,029,624
79,725.0
+2.79%
4.930
+0.13%
0.000
+3.58%
-16.29%
3,123,230.6
Hardware
JPM
JPMorgan Chase & Co
1,039,923
68,666.0
-2.83%
4.250
-0.11%
0.040
+23.51%
+21.48%
787,919.1
Banks
GM
General Motors Co
1,773,195
60,307.0
-2.44%
3.730
-0.08%
0.120
+18.72%
-0.48%
50,677.2
Vehicles & Parts
BAC
Bank of America Corp
3,573,927
60,150.0
-2.25%
3.720
-0.08%
0.040
+22.20%
+6.29%
347,596.1
Banks
BK
Bank of New York Mellon Corp
1,201,586
49,530.0
-0.79%
3.060
-0.02%
0.150
+23.12%
+25.31%
67,110.7
Banks
KSS
Kohl's Corp
948,329
45,169.0
+2.43%
2.790
+0.07%
0.740
+50.08%
-32.09%
1,038.6
Retail - Cyclical

Kovitz Investment Group, LLC's Historical Top Holdings Breakdowns

Kovitz Investment Group, LLC Total Holding History ($B)

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Kovitz Investment Group, LLC's Asset Allocation

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Kovitz Investment Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Kovitz Investment Group, LLC's Hypothetical Growth since 2015-12-31

Kovitz Investment Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Kovitz Investment Group, LLC's Holdings Heat Map

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Kovitz Investment Group, LLC's Holdings Bubble Chart

Kovitz Investment Group, LLC News

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