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
$5.01B
AUM Growth
-$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$20.7M
3
+$7.7M
4
ADSK icon
Autodesk
ADSK
+$7.65M
5
CAT icon
Caterpillar
CAT
+$5.58M

Top Sells

1
+$39M
2
+$27.5M
3
+$24.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.69M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$4.17M

Sector Composition

1 Technology 20.84%
2 Financials 20.69%
3 Consumer Discretionary 16.49%
4 Communication Services 14.73%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.6M 0.03%
20,338
-2,429
252
$1.6M 0.03%
32,400
+563
253
$1.59M 0.03%
10,113
-35
254
$1.57M 0.03%
+21,665
255
$1.57M 0.03%
45,180
+9,416
256
$1.53M 0.03%
46,678
+1,314
257
$1.52M 0.03%
6,000
258
$1.52M 0.03%
46,196
+669
259
$1.5M 0.03%
+7,474
260
$1.49M 0.03%
13,136
-29,995
261
$1.47M 0.03%
58,968
+1,451
262
$1.46M 0.03%
+54,637
263
$1.46M 0.03%
10,200
264
$1.46M 0.03%
26,868
-659
265
$1.43M 0.03%
58,949
+166
266
$1.42M 0.03%
53,178
+8,480
267
$1.4M 0.03%
20,000
268
$1.35M 0.03%
64,076
+1,885
269
$1.32M 0.03%
9,907
-3,627
270
$1.32M 0.03%
30,404
+841
271
$1.31M 0.03%
42,398
+1,024
272
$1.31M 0.03%
6,533
273
$1.3M 0.03%
7,283
-790
274
$1.29M 0.03%
10,000
275
$1.26M 0.03%
26,905
+481
9 10
11
12 13