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
$3.56B
AUM Growth
+$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$22.4M
3
+$21.6M
4
BX icon
Blackstone
BX
+$19.1M
5
AMZN icon
Amazon
AMZN
+$18.4M

Top Sells

1
+$32M
2
+$27M
3
+$20.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$19.9M
5
BKNG icon
Booking.com
BKNG
+$18.4M

Sector Composition

1 Financials 18.33%
2 Technology 17.64%
3 Consumer Discretionary 15.9%
4 Communication Services 14.99%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$206K 0.01%
+4,120
377
$205K 0.01%
+3,549
378
$201K 0.01%
+3,694
379
$200K 0.01%
+2,463
380
$192K 0.01%
+2,325
381
$168K ﹤0.01%
+15,100
382
$165K ﹤0.01%
+61,095
383
$150K ﹤0.01%
10,750
384
$144K ﹤0.01%
+16,029
385
$133K ﹤0.01%
+10,842
386
$110K ﹤0.01%
3,545
+85
387
$87K ﹤0.01%
17,874
+609
388
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389
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390
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391
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-7,985
392
– –
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393
– –
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394
– –
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395
– –
-1,209
396
– –
-7,184
397
– –
-6,146
398
– –
-735
399
– –
0
400
– –
0
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16
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