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
$5.01B
AUM Growth
-$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$20.7M
3
+$7.7M
4
ADSK icon
Autodesk
ADSK
+$7.65M
5
CAT icon
Caterpillar
CAT
+$5.58M

Top Sells

1
+$39M
2
+$27.5M
3
+$24.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.69M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$4.17M

Sector Composition

1 Technology 20.84%
2 Financials 20.69%
3 Consumer Discretionary 16.49%
4 Communication Services 14.73%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$305K 0.01%
+7,300
377
$303K 0.01%
9,230
-4,873
378
$302K 0.01%
1,787
-51
379
$298K 0.01%
2,451
-185
380
$294K 0.01%
+5,105
381
$290K 0.01%
21,383
+647
382
$289K 0.01%
+6,132
383
$286K 0.01%
3,879
-125
384
$282K 0.01%
2,020
-10
385
$275K 0.01%
3,017
-60
386
$268K 0.01%
+3,950
387
$266K 0.01%
10,014
388
$262K 0.01%
15,654
-33,180
389
$259K 0.01%
2,520
390
$256K 0.01%
+1,318
391
$246K ﹤0.01%
9,524
+46
392
$243K ﹤0.01%
3,000
-350
393
$241K ﹤0.01%
2,775
-600
394
$232K ﹤0.01%
2,770
-155
395
$232K ﹤0.01%
+15,600
396
$232K ﹤0.01%
831
-39
397
$231K ﹤0.01%
8,610
398
$230K ﹤0.01%
+7,030
399
$229K ﹤0.01%
476
-14
400
$223K ﹤0.01%
3,876
-85
14 15
16
17 18