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
$5.56B
AUM Growth
-$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$6.16M
3
+$5.05M
4
DEO icon
Diageo
DEO
+$4.1M
5
COF icon
Capital One
COF
+$3.49M

Top Sells

1
+$96.9M
2
+$64.6M
3
+$46.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$45.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$39.6M

Sector Composition

1 Technology 17.39%
2 Financials 16.51%
3 Consumer Discretionary 12.24%
4 Communication Services 10.17%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$301K 0.01%
4,737
352
$297K 0.01%
1,954
-25
353
$278K 0.01%
2,315
-25
354
$274K ﹤0.01%
2,705
355
$265K ﹤0.01%
10,880
356
$264K ﹤0.01%
10,383
-6,615
357
$259K ﹤0.01%
6,852
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358
$258K ﹤0.01%
7,577
359
$256K ﹤0.01%
4,448
-13
360
$253K ﹤0.01%
18,000
361
$249K ﹤0.01%
2,283
362
$243K ﹤0.01%
435
363
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3,444
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364
$238K ﹤0.01%
7,686
-6,798
365
$236K ﹤0.01%
+4,902
366
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520
367
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6,542
368
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369
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370
$222K ﹤0.01%
1,100
371
$221K ﹤0.01%
2,102
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372
$220K ﹤0.01%
+267
373
$214K ﹤0.01%
7,959
-15
374
$213K ﹤0.01%
3,685
-395
375
$203K ﹤0.01%
+6,802
13 14
15
16 17