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
$3.56B
AUM Growth
+$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$22.4M
3
+$21.6M
4
BX icon
Blackstone
BX
+$19.1M
5
AMZN icon
Amazon
AMZN
+$18.4M

Top Sells

1
+$32M
2
+$27M
3
+$20.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$19.9M
5
BKNG icon
Booking.com
BKNG
+$18.4M

Sector Composition

1 Financials 18.33%
2 Technology 17.64%
3 Consumer Discretionary 15.9%
4 Communication Services 14.99%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$303K 0.01%
+20,017
352
$302K 0.01%
6,965
-3,085
353
$296K 0.01%
2,502
-563
354
$288K 0.01%
9,093
+3
355
$284K 0.01%
644
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356
$280K 0.01%
3,356
357
$277K 0.01%
772
-23
358
$269K 0.01%
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359
$268K 0.01%
22,930
360
$266K 0.01%
1,838
361
$265K 0.01%
+4,540
362
$258K 0.01%
11,428
363
$253K 0.01%
2,492
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364
$248K 0.01%
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365
$234K 0.01%
8,610
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366
$232K 0.01%
6,010
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367
$225K 0.01%
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368
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369
$222K 0.01%
2,850
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370
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371
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372
$215K 0.01%
7,870
+330
373
$212K 0.01%
+2,190
374
$207K 0.01%
+2,522
375
$207K 0.01%
2,682
-185
13 14
15
16 17