Kovitz Investment Group Partners

Kovitz Investment Group Partners Portfolio holdings

AUM $23.4B
1-Year Est. Return 16.7%
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.81B
AUM Growth
+$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$77.6M
2
+$49.2M
3
+$47.4M
4
KEYS icon
Keysight
KEYS
+$37.5M
5
PM icon
Philip Morris
PM
+$35.6M

Top Sells

1
+$71.4M
2
+$33.6M
3
+$18.2M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$16.7M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$15.6M

Sector Composition

1 Financials 17.83%
2 Technology 17.51%
3 Consumer Discretionary 13.91%
4 Communication Services 10.72%
5 Industrials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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327
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9,556
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349
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2,028
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350
$349K 0.01%
2,871
-302
12 13
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15 16