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
$7.85B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$88.1M
2
+$59.1M
3
+$53.5M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$49.5M
5
CPRT icon
Copart
CPRT
+$46.8M

Top Sells

1
+$66.2M
2
+$66.1M
3
+$37.5M
4
PCAR icon
PACCAR
PCAR
+$30.4M
5
META icon
Meta Platforms (Facebook)
META
+$29.4M

Sector Composition

1 Financials 17.01%
2 Technology 17%
3 Consumer Discretionary 11.26%
4 Industrials 7.39%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.36M 0.02%
+12,835
352
$1.34M 0.02%
13,897
+9,308
353
$1.34M 0.02%
1,757
+1,343
354
$1.34M 0.02%
+62,296
355
$1.34M 0.02%
71,991
+25,569
356
$1.32M 0.02%
+3,363
357
$1.32M 0.02%
5,310
-104
358
$1.31M 0.02%
+10,168
359
$1.3M 0.02%
6,754
+1,795
360
$1.3M 0.02%
+56,640
361
$1.29M 0.02%
10,253
+1,216
362
$1.28M 0.02%
13,741
+74
363
$1.26M 0.02%
+15,221
364
$1.26M 0.02%
7,144
+6,015
365
$1.25M 0.02%
1,795
+155
366
$1.25M 0.02%
+18,236
367
$1.23M 0.02%
+43,342
368
$1.23M 0.02%
+15,626
369
$1.23M 0.02%
+6,208
370
$1.22M 0.02%
10,705
+270
371
$1.22M 0.02%
+25,478
372
$1.21M 0.02%
+11,647
373
$1.2M 0.02%
18,396
+8,117
374
$1.2M 0.02%
+3,450
375
$1.19M 0.02%
+42,843
13 14
15
16 17