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
$4.1B
AUM Growth
+$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$19M
3
+$12M
4
BX icon
Blackstone
BX
+$11M
5
KMX icon
CarMax
KMX
+$8.12M

Top Sells

1
+$54.5M
2
+$40.1M
3
+$36.1M
4
CVET
Covetrus, Inc. Common Stock
CVET
+$16.9M
5
RHI icon
Robert Half
RHI
+$5.57M

Sector Composition

1 Financials 19.85%
2 Technology 18.21%
3 Consumer Discretionary 16.84%
4 Communication Services 14.24%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$956K 0.02%
45,835
-3,745
277
$952K 0.02%
13,071
+157
278
$948K 0.02%
43,759
+19,550
279
$928K 0.02%
41,306
-1,500
280
$917K 0.02%
19,213
-144
281
$900K 0.02%
16,407
-1,235
282
$895K 0.02%
28,280
+116
283
$885K 0.02%
37,808
-1,698
284
$885K 0.02%
21,396
+13,726
285
$885K 0.02%
6,270
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286
$879K 0.02%
10,120
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287
$869K 0.02%
5,295
+120
288
$864K 0.02%
15,369
-198
289
$862K 0.02%
46,209
-2,010
290
$847K 0.02%
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-213
291
$841K 0.02%
15,477
-120
292
$838K 0.02%
18,225
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293
$837K 0.02%
23,100
294
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8,116
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295
$819K 0.02%
9,702
-999
296
$795K 0.02%
7,007
297
$795K 0.02%
31,900
-250
298
$793K 0.02%
8,400
-500
299
$778K 0.02%
110,862
+49,767
300
$772K 0.02%
8,316
-6,134
10 11
12
13 14