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
276
$869K 0.03%
16,830
-31,900
277
$863K 0.03%
31,280
+2,830
278
$853K 0.03%
19,359
-696
279
$846K 0.03%
22,095
-32,285
280
$838K 0.03%
15,393
-996
281
$820K 0.03%
10,510
-725
282
$815K 0.03%
35,139
-2,200
283
$799K 0.03%
20,880
-17,015
284
$783K 0.02%
4,902
+2,577
285
$761K 0.02%
5,480
286
$755K 0.02%
24,356
-1,600
287
$753K 0.02%
58,500
+1,750
288
$752K 0.02%
14,890
-1,860
289
$751K 0.02%
65,900
-4,600
290
$741K 0.02%
7,761
-479
291
$740K 0.02%
+26,425
292
$725K 0.02%
2,696
+1,903
293
$707K 0.02%
5,145
-11
294
$702K 0.02%
1,402
-4,525
295
$695K 0.02%
22,600
-1,600
296
$694K 0.02%
16,985
+12,000
297
$682K 0.02%
13,859
-375
298
$674K 0.02%
8,895
-917
299
$661K 0.02%
+13,353
300
$658K 0.02%
8,288
-878
10 11
12
13 14