Kovitz Investment Group Partners

Kovitz Investment Group Partners Portfolio holdings

AUM $4.52B
1-Year Est. Return 21.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.13B
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$65.3M
2
+$45.8M
3
+$23.4M
4
GDDY icon
GoDaddy
GDDY
+$21.8M
5
EBAY icon
eBay
EBAY
+$21.1M

Top Sells

1
+$46.8M
2
+$33.9M
3
+$20.5M
4
AAPL icon
Apple
AAPL
+$20.1M
5
BAC icon
Bank of America
BAC
+$19.2M

Sector Composition

1 Financials 20.26%
2 Industrials 15.89%
3 Consumer Discretionary 15.72%
4 Technology 12.59%
5 Communication Services 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$125K ﹤0.01%
530
-226
352
$125K ﹤0.01%
11,900
353
$118K ﹤0.01%
+12,000
354
$90K ﹤0.01%
16,231
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355
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-404,835
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365
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