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
$5.05B
AUM Growth
+$783M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$41.7M
3
+$39.1M
4
AMZN icon
Amazon
AMZN
+$32.3M
5
LVS icon
Las Vegas Sands
LVS
+$28.8M

Top Sells

1
+$63.4M
2
+$49.9M
3
+$49M
4
PWR icon
Quanta Services
PWR
+$31.1M
5
NTRS icon
Northern Trust
NTRS
+$19M

Sector Composition

1 Financials 20.79%
2 Technology 20.72%
3 Consumer Discretionary 17.04%
4 Communication Services 14.47%
5 Healthcare 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.32M 0.03%
+10,000
277
$1.29M 0.03%
26,424
+460
278
$1.23M 0.02%
41,374
+1,154
279
$1.23M 0.02%
10,909
-140
280
$1.22M 0.02%
35,764
+13,973
281
$1.19M 0.02%
36,847
-2,027
282
$1.15M 0.02%
12,664
-282
283
$1.14M 0.02%
21,311
-2,067
284
$1.14M 0.02%
3,526
-397
285
$1.14M 0.02%
+6,533
286
$1.14M 0.02%
3,857
+62
287
$1.13M 0.02%
42,849
-4,566
288
$1.13M 0.02%
7,295
-640
289
$1.09M 0.02%
28,814
-1,000
290
$1.07M 0.02%
19,703
+601
291
$1.06M 0.02%
7,190
+1,885
292
$1.05M 0.02%
13,320
+145
293
$1.04M 0.02%
12,767
+10,000
294
$1.03M 0.02%
9,864
+28
295
$1.03M 0.02%
+900
296
$1M 0.02%
9,320
-850
297
$1M 0.02%
50,120
+15,680
298
$986K 0.02%
18,340
-40
299
$984K 0.02%
48,957
-579
300
$954K 0.02%
28,850
-885
10 11
12
13 14