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
$3.56B
AUM Growth
+$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$22.4M
3
+$21.6M
4
BX icon
Blackstone
BX
+$19.1M
5
AMZN icon
Amazon
AMZN
+$18.4M

Top Sells

1
+$32M
2
+$27M
3
+$20.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$19.9M
5
BKNG icon
Booking.com
BKNG
+$18.4M

Sector Composition

1 Financials 18.33%
2 Technology 17.64%
3 Consumer Discretionary 15.9%
4 Communication Services 14.99%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$631K 0.02%
11,647
-465
302
$631K 0.02%
+24,050
303
$628K 0.02%
3,649
304
$612K 0.02%
3,111
-115
305
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29,064
306
$582K 0.02%
+8,264
307
$577K 0.02%
9,571
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308
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309
$574K 0.02%
22,415
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310
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14,051
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312
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14,550
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313
$543K 0.02%
16,530
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314
$540K 0.02%
10,350
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315
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316
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14,630
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3,495
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4,447
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321
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4,489
322
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1,438
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323
$478K 0.01%
2,700
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324
$473K 0.01%
+25,001
325
$467K 0.01%
12,761
-10,532
11 12
13
14 15