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
$4.1B
AUM Growth
+$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$19M
3
+$12M
4
BX icon
Blackstone
BX
+$11M
5
KMX icon
CarMax
KMX
+$8.12M

Top Sells

1
+$54.5M
2
+$40.1M
3
+$36.1M
4
CVET
Covetrus, Inc. Common Stock
CVET
+$16.9M
5
RHI icon
Robert Half
RHI
+$5.57M

Sector Composition

1 Financials 19.85%
2 Technology 18.21%
3 Consumer Discretionary 16.84%
4 Communication Services 14.24%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.43M 0.03%
33,240
-40
227
$1.43M 0.03%
44,871
+54
228
$1.42M 0.03%
13,864
-4,370
229
$1.42M 0.03%
77,955
-9,784
230
$1.41M 0.03%
8,088
+51
231
$1.4M 0.03%
43,844
+149
232
$1.39M 0.03%
+44,160
233
$1.38M 0.03%
29,480
-3,695
234
$1.36M 0.03%
11,485
-1,875
235
$1.35M 0.03%
29,953
+1,850
236
$1.34M 0.03%
25,295
-3,881
237
$1.34M 0.03%
13,797
-1,051
238
$1.33M 0.03%
15,970
+1
239
$1.29M 0.03%
32,253
-19,925
240
$1.28M 0.03%
31,035
-5,043
241
$1.27M 0.03%
12,243
+3,830
242
$1.27M 0.03%
10,930
-138
243
$1.23M 0.03%
44,812
-209
244
$1.22M 0.03%
193,495
-6,811
245
$1.21M 0.03%
+39,643
246
$1.21M 0.03%
40,707
-244
247
$1.2M 0.03%
+27,058
248
$1.19M 0.03%
47,564
+18,500
249
$1.19M 0.03%
8,802
-146
250
$1.17M 0.03%
44,967
+534
8 9
10
11 12