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
301
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14 15