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
$4.1B
AUM Growth
+$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1 +$21.4M
2 +$19M
3 +$12M
4
BX icon
Blackstone
BX
+$11M
5
KMX icon
CarMax
KMX
+$8.12M

Top Sells

1 +$54.5M
2 +$40.1M
3 +$36.1M
4
CVET
Covetrus, Inc. Common Stock
CVET
+$16.9M
5
RHI icon
Robert Half
RHI
+$5.57M

Sector Composition

1 Financials 19.85%
2 Technology 18.21%
3 Consumer Discretionary 16.84%
4 Communication Services 14.24%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$236K 0.01%
8,610
377
$231K 0.01%
2,522
378
$225K 0.01%
5,194
-10,000
379
$225K 0.01%
2,447
+257
380
$223K 0.01%
412
381
$221K 0.01%
+1,020
382
$215K 0.01%
7,870
383
$214K 0.01%
+4,600
384
$205K 0.01%
+837
385
$193K ﹤0.01%
3,591
+46
386
$182K ﹤0.01%
10,750
387
$171K ﹤0.01%
10,842
388
$150K ﹤0.01%
16,029
389
$103K ﹤0.01%
15,100
390
$97K ﹤0.01%
18,285
+411
391
-4,540
392
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393
-2,850
394
-39,038
395
-45,716
396
-11,267
397
-31,384
398
-20,550
399
0
400
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