Kovitz Investment Group Partners Portfolio holdings
AUM
$23.4B
1-Year Return
16.7%
This Quarter Return
+10.13%
1 Year Return
+16.7%
3 Year Return
+72.68%
5 Year Return
+136.13%
10 Year Return
–
AUM
$3.56B
AUM Growth
+$327M
(+10%)
Cap. Flow
+$5.04M
Cap. Flow
% of AUM
0.14%
Top 10 Holdings %
Top 10 Hldgs %
29.75%
Holding
412
New
45
Increased
97
Reduced
213
Closed
22
Top Buys
| 1 |
Arista Networks
ANET
|
$35M |
| 2 |
Autodesk
ADSK
|
$22.4M |
| 3 |
Keysight
KEYS
|
$21.6M |
| 4 |
Blackstone
BX
|
$19.1M |
| 5 |
Amazon
AMZN
|
$18.4M |
Top Sells
| 1 |
PARA
Paramount Global Class B
PARA
|
$32M |
| 2 |
U-Haul Holding Co
UHAL
|
$27M |
| 3 |
Quanta Services
PWR
|
$20.4M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$19.9M |
| 5 |
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% |
