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
$5.76B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$59.7M
3
+$44.8M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$34.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29M

Top Sells

1
+$56.4M
2
+$55.6M
3
+$29.3M
4
ANET icon
Arista Networks
ANET
+$29.3M
5
AON icon
Aon
AON
+$20.7M

Sector Composition

1 Technology 19.42%
2 Financials 16.74%
3 Consumer Discretionary 12.31%
4 Communication Services 9.51%
5 Industrials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$273K ﹤0.01%
+2,705
377
$272K ﹤0.01%
10,082
-8,168
378
$268K ﹤0.01%
2,000
379
$267K ﹤0.01%
774
-19
380
$265K ﹤0.01%
2,671
-183
381
$263K ﹤0.01%
1,958
+161
382
$256K ﹤0.01%
+2,325
383
$254K ﹤0.01%
7,577
-379
384
$254K ﹤0.01%
9,486
-342
385
$253K ﹤0.01%
+4,399
386
$246K ﹤0.01%
+2,580
387
$240K ﹤0.01%
+4,497
388
$240K ﹤0.01%
1,400
-403
389
$238K ﹤0.01%
5,328
-1,335
390
$236K ﹤0.01%
1,666
+25
391
$236K ﹤0.01%
287
-30
392
$233K ﹤0.01%
+4,281
393
$226K ﹤0.01%
+1,227
394
$226K ﹤0.01%
3,473
+460
395
$224K ﹤0.01%
+1,518
396
$222K ﹤0.01%
+4,579
397
$218K ﹤0.01%
35,498
+12,688
398
$213K ﹤0.01%
+2,716
399
$212K ﹤0.01%
1,450
400
$212K ﹤0.01%
+3,186
14 15
16
17 18