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
251
$1.07M 0.03%
40,951
-3,435
252
$1.04M 0.03%
+20,550
253
$1.01M 0.03%
+24,085
254
$999K 0.03%
+20,660
255
$990K 0.03%
44,433
-4,134
256
$972K 0.03%
42,806
257
$954K 0.03%
43,876
-1,405
258
$952K 0.03%
39,038
-3,008
259
$948K 0.03%
13,120
-11,480
260
$943K 0.03%
28,103
261
$896K 0.03%
4,170
-1,505
262
$892K 0.03%
4,603
-175
263
$871K 0.02%
17,642
-553
264
$868K 0.02%
36,623
-1,010
265
$866K 0.02%
3,832
-236
266
$866K 0.02%
15,567
-375
267
$865K 0.02%
52,186
-4,270
268
$856K 0.02%
45,716
-3,997
269
$840K 0.02%
56,185
-32,545
270
$833K 0.02%
8,168
-262
271
$824K 0.02%
17,862
-120
272
$806K 0.02%
18,303
-15,090
273
$805K 0.02%
+32,150
274
$801K 0.02%
101,179
-1,345
275
$800K 0.02%
19,357
-1,615
9 10
11
12 13