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
$4.1B
AUM Growth
+$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1 +$21.4M
2 +$19M
3 +$12M
4
BX icon
Blackstone
BX
+$11M
5
KMX icon
CarMax
KMX
+$8.12M

Top Sells

1 +$54.5M
2 +$40.1M
3 +$36.1M
4
CVET
Covetrus, Inc. Common Stock
CVET
+$16.9M
5
RHI icon
Robert Half
RHI
+$5.57M

Sector Composition

1 Financials 19.85%
2 Technology 18.21%
3 Consumer Discretionary 16.84%
4 Communication Services 14.24%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-2,325
402
-1,231
403
-2,463
404
-14,023
405
-3,375
406
0
407
-10,000
408
-8,264
409
-6,965