Kovitz Investment Group Partners

Kovitz Investment Group Partners Portfolio holdings

AUM $25.6B
1-Year Est. Return 18.46%
This Quarter Est. Return
1 Year Est. Return
+18.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.56B
AUM Growth
+$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$22.4M
3
+$21.6M
4
BX icon
Blackstone
BX
+$19.1M
5
AMZN icon
Amazon
AMZN
+$18.4M

Top Sells

1
+$32M
2
+$27M
3
+$20.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$19.9M
5
BKNG icon
Booking.com
BKNG
+$18.4M

Sector Composition

1 Financials 18.33%
2 Technology 17.64%
3 Consumer Discretionary 15.9%
4 Communication Services 14.99%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.35M 0.04%
+13,360
227
$1.35M 0.04%
11,426
-458
228
$1.33M 0.04%
72,917
-2,617
229
$1.32M 0.04%
8,948
-444
230
$1.31M 0.04%
8,037
-20
231
$1.31M 0.04%
29,176
-2,189
232
$1.31M 0.04%
44,817
-3,803
233
$1.3M 0.04%
15,969
-23
234
$1.29M 0.04%
+61,032
235
$1.29M 0.04%
+4,738
236
$1.29M 0.04%
8,052
+327
237
$1.27M 0.04%
43,695
-3,622
238
$1.26M 0.04%
16,425
-9,590
239
$1.26M 0.04%
36,078
-3,325
240
$1.23M 0.03%
11,068
-205
241
$1.22M 0.03%
+3,375
242
$1.2M 0.03%
18,877
-2,705
243
$1.2M 0.03%
14,848
-644
244
$1.19M 0.03%
45,540
+2,019
245
$1.16M 0.03%
22,804
+16,404
246
$1.16M 0.03%
+11,267
247
$1.1M 0.03%
45,021
-3,444
248
$1.1M 0.03%
21,537
249
$1.1M 0.03%
8,800
-240
250
$1.07M 0.03%
41,472
-1,660
8 9
10
11 12