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Kovitz Investment Group Partners

Kovitz Investment Group Partners Portfolio holdings

AUM $4.31B
1-Year Est. Return 20.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.41%
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
+$26.7M
2
+$21.2M
3
+$8.21M
4
GM icon
General Motors
GM
+$7.77M
5
CAT icon
Caterpillar
CAT
+$6.05M

Top Sells

1
+$36.7M
2
+$29.1M
3
+$24.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.96M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$4.07M

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
401
$221K ﹤0.01%
2,462
402
$218K ﹤0.01%
+3,090
403
$217K ﹤0.01%
+2,478
404
$214K ﹤0.01%
+611
405
$212K ﹤0.01%
2,379
-3
406
$212K ﹤0.01%
7,870
407
$208K ﹤0.01%
+3,776
408
$205K ﹤0.01%
3,624
-276
409
$204K ﹤0.01%
+3,296
410
$204K ﹤0.01%
10,980
411
$201K ﹤0.01%
4,600
412
$197K ﹤0.01%
+10,000
413
$169K ﹤0.01%
14,808
-1,221
414
$128K ﹤0.01%
+11,050
415
$118K ﹤0.01%
232
416
$76K ﹤0.01%
21,600
+222
417
– –
-10,750
418
– –
-54,560
419
– –
-13,117
420
– –
-3,185
421
– –
-27,273
422
– –
-3,785
423
– –
-12,500
424
– –
-1,993
425
– –
-1,159
14 15 16
17
18