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
$5.01B
AUM Growth
-$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$20.7M
3
+$7.7M
4
ADSK icon
Autodesk
ADSK
+$7.65M
5
CAT icon
Caterpillar
CAT
+$5.58M

Top Sells

1
+$39M
2
+$27.5M
3
+$24.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.69M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$4.17M

Sector Composition

1 Technology 20.84%
2 Financials 20.69%
3 Consumer Discretionary 16.49%
4 Communication Services 14.73%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.26M 0.03%
11,285
-1,050
277
$1.24M 0.02%
11,485
-700
278
$1.23M 0.02%
10,842
-1,544
279
$1.2M 0.02%
10,932
+23
280
$1.19M 0.02%
6,880
-415
281
$1.18M 0.02%
+7,064
282
$1.17M 0.02%
12,572
-92
283
$1.15M 0.02%
29,749
+899
284
$1.15M 0.02%
37,355
+508
285
$1.13M 0.02%
7,190
286
$1.1M 0.02%
23,492
-2,075
287
$1.1M 0.02%
13,520
-2,303
288
$1.09M 0.02%
20,339
+636
289
$1.04M 0.02%
49,553
+596
290
$1.03M 0.02%
3,232
-625
291
$1.03M 0.02%
28,814
292
$1.02M 0.02%
49,420
-700
293
$1.02M 0.02%
13,020
-300
294
$1M 0.02%
+4,275
295
$1M 0.02%
8,426
-1,812
296
$1M 0.02%
7,882
+932
297
$981K 0.02%
21,148
-163
298
$976K 0.02%
9,070
-250
299
$965K 0.02%
18,340
300
$963K 0.02%
900
10 11
12
13 14