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
$6.81B
AUM Growth
+$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$77.6M
2
+$49.2M
3
+$47.4M
4
KEYS icon
Keysight
KEYS
+$37.5M
5
PM icon
Philip Morris
PM
+$35.6M

Top Sells

1
+$71.4M
2
+$33.6M
3
+$18.2M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$16.7M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$15.6M

Sector Composition

1 Financials 17.83%
2 Technology 17.51%
3 Consumer Discretionary 13.91%
4 Communication Services 10.72%
5 Industrials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$346K 0.01%
+14,644
352
$344K 0.01%
+5,967
353
$341K 0.01%
12,557
-457
354
$333K ﹤0.01%
3,535
-95
355
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18,642
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356
$332K ﹤0.01%
6,885
357
$329K ﹤0.01%
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-44
358
$328K ﹤0.01%
+18,000
359
$324K ﹤0.01%
4,370
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360
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4,737
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361
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362
$299K ﹤0.01%
7,327
-1,326
363
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2,871
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364
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365
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2,705
366
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1,054
-1,100
367
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2,331
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368
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4,461
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369
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10,880
-1,052
370
$261K ﹤0.01%
7,577
371
$254K ﹤0.01%
4,080
-201
372
$252K ﹤0.01%
5,119
-9,242
373
$248K ﹤0.01%
1,100
-300
374
$244K ﹤0.01%
435
375
$238K ﹤0.01%
1,461
-57
13 14
15
16 17