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
$3.42B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$47.7M
2
+$34M
3
+$24M
4
PARA
Paramount Global Class B
PARA
+$14.7M
5
GDDY icon
GoDaddy
GDDY
+$11.3M

Top Sells

1
+$47.8M
2
+$23.8M
3
+$17.8M
4
HAL icon
Halliburton
HAL
+$9.21M
5
MRVL icon
Marvell Technology
MRVL
+$7.41M

Sector Composition

1 Financials 20.82%
2 Consumer Discretionary 15.09%
3 Industrials 14.18%
4 Technology 12.99%
5 Communication Services 12.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$236K 0.01%
2,780
352
$222K 0.01%
+2,664
353
$216K 0.01%
8,294
-1,285
354
$212K 0.01%
4,600
355
$210K 0.01%
+1,529
356
$205K 0.01%
+623
357
$205K 0.01%
+5,500
358
$176K 0.01%
3,173
-120
359
$140K ﹤0.01%
11,900
360
$74K ﹤0.01%
16,270
+39
361
$36K ﹤0.01%
+12,140
362
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-368,619
363
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364
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365
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366
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367
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368
– –
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369
– –
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370
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371
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372
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-7,152
373
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374
– –
-39,001
375
– –
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