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
$5.56B
AUM Growth
-$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$6.16M
3
+$5.05M
4
DEO icon
Diageo
DEO
+$4.1M
5
COF icon
Capital One
COF
+$3.49M

Top Sells

1
+$96.9M
2
+$64.6M
3
+$46.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$45.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$39.6M

Sector Composition

1 Technology 17.39%
2 Financials 16.51%
3 Consumer Discretionary 12.24%
4 Communication Services 10.17%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$201K ﹤0.01%
+1,782
377
$195K ﹤0.01%
5,013
+1,540
378
$190K ﹤0.01%
12,896
+126
379
$175K ﹤0.01%
27,256
-5,727
380
$169K ﹤0.01%
16,691
381
$164K ﹤0.01%
10,000
382
$140K ﹤0.01%
10,000
383
$125K ﹤0.01%
12,692
+88
384
$97.3K ﹤0.01%
13,200
385
$79K ﹤0.01%
25,000
+10,000
386
$2.42K ﹤0.01%
18,647
387
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398
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399
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– –
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13 14 15
16
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