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
$4.27B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$17.1M
3
+$10.9M
4
PM icon
Philip Morris
PM
+$8.2M
5
APD icon
Air Products & Chemicals
APD
+$6.82M

Top Sells

1
+$35.8M
2
+$31.3M
3
+$21.5M
4
KMX icon
CarMax
KMX
+$20.8M
5
EXPE icon
Expedia Group
EXPE
+$19.4M

Sector Composition

1 Financials 21.59%
2 Technology 17.67%
3 Consumer Discretionary 16.98%
4 Communication Services 13.02%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.02M 0.02%
7,935
-230
277
$1M 0.02%
5,295
278
$1M 0.02%
13,175
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279
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280
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35,221
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281
$957K 0.02%
18,380
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282
$956K 0.02%
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283
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18,037
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284
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287
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288
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289
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32,159
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290
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15,519
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291
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293
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295
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38,100
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296
$811K 0.02%
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297
$796K 0.02%
11,049
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298
$792K 0.02%
83,624
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299
$790K 0.02%
20,219
-33,430
300
$774K 0.02%
24,390
-14,850
10 11
12
13 14