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
251
$1.11M 0.04%
50,031
-4,985
252
$1.11M 0.04%
15,800
-1,525
253
$1.1M 0.04%
48,642
-4,578
254
$1.09M 0.03%
9,600
+75
255
$1.09M 0.03%
19,287
-1,912
256
$1.07M 0.03%
28,350
+617
257
$1.06M 0.03%
11,317
-900
258
$1.05M 0.03%
27,737
-6,663
259
$1.04M 0.03%
17,759
-1,567
260
$1.03M 0.03%
10,533
+4,465
261
$1.01M 0.03%
12,314
-20
262
$1.01M 0.03%
11,714
-2,245
263
$993K 0.03%
301,008
-6,758
264
$989K 0.03%
69,911
+2,525
265
$988K 0.03%
11,362
-200
266
$951K 0.03%
25,988
-250
267
$942K 0.03%
2,113
-14
268
$922K 0.03%
9,065
-873
269
$918K 0.03%
27,018
+8,610
270
$916K 0.03%
+5,084
271
$896K 0.03%
9,023
+5,953
272
$890K 0.03%
6,943
-130
273
$880K 0.03%
6,630
-125
274
$873K 0.03%
15,654
-1,874
275
$871K 0.03%
6,565
+14
9 10
11
12 13