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
$11.7B
AUM Growth
+$3.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$301M
2
+$180M
3
+$178M
4
MSFT icon
Microsoft
MSFT
+$153M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$131M

Top Sells

1
+$42.5M
2
+$24.5M
3
+$16.8M
4
MDC
M.D.C. Holdings, Inc.
MDC
+$10.1M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.66M

Sector Composition

1 Technology 17.62%
2 Financials 13.2%
3 Consumer Discretionary 8.53%
4 Communication Services 6.58%
5 Industrials 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.25M 0.03%
+36,851
352
$3.23M 0.03%
81,460
+10,002
353
$3.21M 0.03%
151,658
+3,818
354
$3.13M 0.03%
73,592
+25,342
355
$3.11M 0.03%
+96,494
356
$3.1M 0.03%
124,448
+4,149
357
$3.08M 0.03%
17,744
+10,704
358
$3.07M 0.03%
44,426
-5,168
359
$3.06M 0.03%
70,012
+3,125
360
$3.06M 0.03%
133,020
-1,972
361
$3.04M 0.03%
214,138
+16,043
362
$3.03M 0.03%
66,397
+56,855
363
$2.9M 0.02%
26,210
+3,201
364
$2.87M 0.02%
+38,387
365
$2.85M 0.02%
53,731
-1,726
366
$2.84M 0.02%
84,804
+19,833
367
$2.83M 0.02%
26,865
+9,124
368
$2.8M 0.02%
100,998
-15,329
369
$2.79M 0.02%
133,823
+4,012
370
$2.78M 0.02%
+56,198
371
$2.77M 0.02%
58,710
+5,279
372
$2.76M 0.02%
11,062
+10,049
373
$2.71M 0.02%
+13,422
374
$2.68M 0.02%
11,993
+6,909
375
$2.68M 0.02%
+26,211
13 14
15
16 17