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
$5.56B
AUM Growth
-$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$6.16M
3
+$5.05M
4
DEO icon
Diageo
DEO
+$4.1M
5
COF icon
Capital One
COF
+$3.49M

Top Sells

1
+$96.9M
2
+$64.6M
3
+$46.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$45.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$39.6M

Sector Composition

1 Technology 17.39%
2 Financials 16.51%
3 Consumer Discretionary 12.24%
4 Communication Services 10.17%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.31M 0.02%
27,358
-6,236
252
$1.31M 0.02%
4,815
-3,389
253
$1.3M 0.02%
16,632
+213
254
$1.26M 0.02%
64,639
255
$1.25M 0.02%
3,022
-43
256
$1.23M 0.02%
38,832
-1,461
257
$1.22M 0.02%
+17,976
258
$1.22M 0.02%
6,081
-136
259
$1.2M 0.02%
5,196
-204
260
$1.18M 0.02%
4,327
-4,287
261
$1.16M 0.02%
75,829
-1,497
262
$1.15M 0.02%
106,223
-21,359
263
$1.11M 0.02%
43,180
-1,364
264
$1.11M 0.02%
7,427
-11
265
$1.1M 0.02%
5,519
-62
266
$1.1M 0.02%
6,030
-6,117
267
$1.09M 0.02%
10,710
-292
268
$1.08M 0.02%
37,563
-1,370
269
$1.07M 0.02%
8,695
-350
270
$1.06M 0.02%
33,586
-1,130
271
$1.04M 0.02%
48,533
-1,722
272
$1.04M 0.02%
44,606
-944
273
$1.03M 0.02%
39,453
-1,217
274
$1.02M 0.02%
26,881
-826
275
$1.01M 0.02%
38,188
-925
9 10
11
12 13