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
$5.05B
AUM Growth
+$783M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$41.7M
3
+$39.1M
4
AMZN icon
Amazon
AMZN
+$32.3M
5
LVS icon
Las Vegas Sands
LVS
+$28.8M

Top Sells

1
+$63.4M
2
+$49.9M
3
+$49M
4
PWR icon
Quanta Services
PWR
+$31.1M
5
NTRS icon
Northern Trust
NTRS
+$19M

Sector Composition

1 Financials 20.79%
2 Technology 20.72%
3 Consumer Discretionary 17.04%
4 Communication Services 14.47%
5 Healthcare 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$283K 0.01%
3,077
377
$270K 0.01%
+10,014
378
$267K 0.01%
4,004
379
$254K 0.01%
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380
$251K ﹤0.01%
3,961
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381
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+1,057
382
$247K ﹤0.01%
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384
$243K ﹤0.01%
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$241K ﹤0.01%
+490
386
$238K ﹤0.01%
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$237K ﹤0.01%
+2,520
388
$237K ﹤0.01%
870
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389
$232K ﹤0.01%
8,610
390
$221K ﹤0.01%
10,980
-6,050
391
$220K ﹤0.01%
1,231
392
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3,900
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393
$213K ﹤0.01%
16,029
394
$213K ﹤0.01%
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395
$211K ﹤0.01%
10,750
396
$208K ﹤0.01%
2,382
-10
397
$208K ﹤0.01%
+1,250
398
$208K ﹤0.01%
4,600
399
$204K ﹤0.01%
2,625
-2,300
400
$203K ﹤0.01%
1,159
+39
14 15
16
17 18