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
$4.1B
AUM Growth
+$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$19M
3
+$12M
4
BX icon
Blackstone
BX
+$11M
5
KMX icon
CarMax
KMX
+$8.12M

Top Sells

1
+$54.5M
2
+$40.1M
3
+$36.1M
4
CVET
Covetrus, Inc. Common Stock
CVET
+$16.9M
5
RHI icon
Robert Half
RHI
+$5.57M

Sector Composition

1 Financials 19.85%
2 Technology 18.21%
3 Consumer Discretionary 16.84%
4 Communication Services 14.24%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$338K 0.01%
726
+82
352
$327K 0.01%
5,255
+1,561
353
$324K 0.01%
4,077
354
$320K 0.01%
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-80
355
$311K 0.01%
2,155
-600
356
$310K 0.01%
1,728
-220
357
$301K 0.01%
3,098
-258
358
$300K 0.01%
599
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359
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3,299
-250
360
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2,187
-315
361
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3,177
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362
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+11,453
363
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2,469
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364
$292K 0.01%
9,095
+2
365
$282K 0.01%
1,837
-1
366
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5,640
-2,280
367
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+5,660
368
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3,189
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369
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+5,495
370
$252K 0.01%
10,328
-1,100
371
$251K 0.01%
3,024
-22,181
372
$242K 0.01%
3,550
-35
373
$242K 0.01%
5,899
-111
374
$241K 0.01%
2,817
+135
375
$238K 0.01%
+1,495
13 14
15
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