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
$3.42B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$47.7M
2
+$34M
3
+$24M
4
PARA
Paramount Global Class B
PARA
+$14.7M
5
GDDY icon
GoDaddy
GDDY
+$11.3M

Top Sells

1
+$47.8M
2
+$23.8M
3
+$17.8M
4
HAL icon
Halliburton
HAL
+$9.21M
5
MRVL icon
Marvell Technology
MRVL
+$7.41M

Sector Composition

1 Financials 20.82%
2 Consumer Discretionary 15.09%
3 Industrials 14.18%
4 Technology 12.99%
5 Communication Services 12.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$864K 0.03%
34,979
-17,323
277
$856K 0.02%
+6,152
278
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23,100
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279
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15,230
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281
$816K 0.02%
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282
$811K 0.02%
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283
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284
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285
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286
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287
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288
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289
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290
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291
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292
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293
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294
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295
$720K 0.02%
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296
$717K 0.02%
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297
$716K 0.02%
13,353
298
$714K 0.02%
7,007
+57
299
$709K 0.02%
8,288
300
$696K 0.02%
7,200
10 11
12
13 14