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
251
$1.69M 0.03%
34,847
-226
252
$1.69M 0.03%
55,311
-770
253
$1.67M 0.03%
18,982
-1,493
254
$1.55M 0.03%
53,203
-1,362
255
$1.54M 0.03%
17,554
+622
256
$1.52M 0.03%
6,028
-132
257
$1.39M 0.02%
16,295
-37
258
$1.39M 0.02%
54,811
+18,761
259
$1.38M 0.02%
12,010
-404
260
$1.35M 0.02%
49,849
+14,803
261
$1.34M 0.02%
41,195
+8,580
262
$1.31M 0.02%
44,683
-3,539
263
$1.28M 0.02%
4,483
-128
264
$1.26M 0.02%
11,482
+27
265
$1.25M 0.02%
9,124
+326
266
$1.24M 0.02%
30,631
+2,077
267
$1.23M 0.02%
55,168
+5,138
268
$1.21M 0.02%
28,586
-2,120
269
$1.19M 0.02%
41,717
-2,994
270
$1.17M 0.02%
8,705
+5,131
271
$1.17M 0.02%
50,857
-3,994
272
$1.17M 0.02%
6,237
273
$1.16M 0.02%
7,137
-766
274
$1.14M 0.02%
41,026
-2,865
275
$1.13M 0.02%
5,844
+42
9 10
11
12 13