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
$11.7B
AUM Growth
+$3.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$301M
2
+$180M
3
+$178M
4
MSFT icon
Microsoft
MSFT
+$153M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$131M

Top Sells

1
+$42.5M
2
+$24.5M
3
+$16.8M
4
MDC
M.D.C. Holdings, Inc.
MDC
+$10.1M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.66M

Sector Composition

1 Technology 17.62%
2 Financials 13.2%
3 Consumer Discretionary 8.53%
4 Communication Services 6.58%
5 Industrials 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.65M 0.02%
52,754
-3,527
377
$2.63M 0.02%
77,964
+26,075
378
$2.63M 0.02%
13,014
-3,940
379
$2.62M 0.02%
14,402
+7,648
380
$2.61M 0.02%
47,239
-165
381
$2.58M 0.02%
22,575
+8,477
382
$2.58M 0.02%
14,274
-11,895
383
$2.55M 0.02%
28,436
+285
384
$2.55M 0.02%
+18,056
385
$2.55M 0.02%
+47,352
386
$2.53M 0.02%
18,493
+12,101
387
$2.53M 0.02%
20,948
+10,695
388
$2.53M 0.02%
+25,260
389
$2.53M 0.02%
10,620
+2,728
390
$2.52M 0.02%
18,250
+10,925
391
$2.51M 0.02%
2,388
+1,395
392
$2.5M 0.02%
3,035
+1,240
393
$2.49M 0.02%
95,936
+5,006
394
$2.49M 0.02%
+25,340
395
$2.48M 0.02%
7,285
+1,697
396
$2.48M 0.02%
22,051
-1,904
397
$2.45M 0.02%
39,447
-4,919
398
$2.44M 0.02%
+39,037
399
$2.44M 0.02%
+25,168
400
$2.42M 0.02%
16,339
+10,499
14 15
16
17 18