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
$5.76B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$59.7M
3
+$44.8M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$34.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29M

Top Sells

1
+$56.4M
2
+$55.6M
3
+$29.3M
4
ANET icon
Arista Networks
ANET
+$29.3M
5
AON icon
Aon
AON
+$20.7M

Sector Composition

1 Technology 19.42%
2 Financials 16.74%
3 Consumer Discretionary 12.31%
4 Communication Services 9.51%
5 Industrials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.43M 0.04%
53,779
-25,953
227
$2.39M 0.04%
+9,574
228
$2.39M 0.04%
15,813
+1,009
229
$2.37M 0.04%
34,602
-91
230
$2.31M 0.04%
50,437
+2,022
231
$2.3M 0.04%
45,689
-3,927
232
$2.3M 0.04%
7,512
-8,091
233
$2.22M 0.04%
9,107
-144
234
$2.21M 0.04%
44,398
-25,066
235
$2.19M 0.04%
15,865
+6,187
236
$2.17M 0.04%
13,612
-5,010
237
$2.14M 0.04%
43,364
+1,134
238
$2.14M 0.04%
26,001
-2,404
239
$2.09M 0.04%
26,047
-1,183
240
$2.04M 0.04%
53,819
+224
241
$2.02M 0.04%
134,047
-1,746
242
$2.02M 0.04%
183,441
+14,084
243
$2M 0.03%
74,628
+13,880
244
$1.99M 0.03%
61,958
+1,467
245
$1.95M 0.03%
22,730
-4,221
246
$1.94M 0.03%
75,965
-1,298
247
$1.81M 0.03%
144,704
+931
248
$1.76M 0.03%
55,078
+338
249
$1.75M 0.03%
30,995
-312,005
250
$1.71M 0.03%
13,031
-272
8 9
10
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