Kovitz Investment Group Partners

Kovitz Investment Group Partners Portfolio holdings

AUM $23.4B
1-Year Est. Return 16.7%
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.13B
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$29.4M
3
+$23.6M
4
GDDY icon
GoDaddy
GDDY
+$21.2M
5
EBAY icon
eBay
EBAY
+$20.5M

Top Sells

1
+$49.5M
2
+$33.9M
3
+$21.6M
4
JPM icon
JPMorgan Chase
JPM
+$21.4M
5
BAC icon
Bank of America
BAC
+$19.5M

Sector Composition

1 Financials 20.26%
2 Industrials 15.89%
3 Consumer Discretionary 15.72%
4 Technology 12.59%
5 Communication Services 12.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.38M 0.04%
15,030
-700
227
$1.37M 0.04%
11,471
-240
228
$1.35M 0.04%
23,535
+1,385
229
$1.33M 0.04%
49,415
-6,036
230
$1.33M 0.04%
61,245
-5,788
231
$1.32M 0.04%
41,980
-3,559
232
$1.3M 0.04%
36,940
-800
233
$1.27M 0.04%
10,731
-1,659
234
$1.25M 0.04%
7,834
-330
235
$1.24M 0.04%
53,602
-4,582
236
$1.23M 0.04%
13,822
-1,272
237
$1.22M 0.04%
4,478
+13
238
$1.22M 0.04%
18,721
+1,553
239
$1.2M 0.04%
19,819
-48
240
$1.2M 0.04%
18,845
-965
241
$1.2M 0.04%
46,974
-4,492
242
$1.2M 0.04%
19,645
-1,859
243
$1.19M 0.04%
45,749
-1,003
244
$1.14M 0.04%
45,757
-4,539
245
$1.14M 0.04%
52,302
-4,539
246
$1.13M 0.04%
50,120
-5,631
247
$1.13M 0.04%
46,169
-4,331
248
$1.12M 0.04%
73,700
-5,400
249
$1.11M 0.04%
13,063
-432
250
$1.11M 0.04%
46,742
+15,000
8 9
10
11 12