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
$3.15B
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$18.3M
3
+$15.6M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.42M
5
MHK icon
Mohawk Industries
MHK
+$7.11M

Top Sells

1
+$17.5M
2
+$14.7M
3
+$6.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.52M
5
SHPG
Shire pic
SHPG
+$5.47M

Sector Composition

1 Financials 21.23%
2 Industrials 18.94%
3 Consumer Discretionary 14.88%
4 Communication Services 11.88%
5 Technology 11.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$172K 0.01%
13,800
352
$172K 0.01%
+11,610
353
$114K ﹤0.01%
+11,900
354
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