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
$5.56B
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
401
-3,821
402
-4,298
403
-18,642
404
-26,523