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
$7.85B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$88.1M
2
+$59.1M
3
+$53.5M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$49.5M
5
CPRT icon
Copart
CPRT
+$46.8M

Top Sells

1
+$66.2M
2
+$66.1M
3
+$37.5M
4
PCAR icon
PACCAR
PCAR
+$30.4M
5
META icon
Meta Platforms (Facebook)
META
+$29.4M

Sector Composition

1 Financials 17.01%
2 Technology 17%
3 Consumer Discretionary 11.26%
4 Industrials 7.39%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.02M 0.01%
+5,203
402
$1.01M 0.01%
+3,076
403
$1.01M 0.01%
+33,849
404
$989K 0.01%
+61,067
405
$973K 0.01%
8,929
-503
406
$971K 0.01%
+5,084
407
$965K 0.01%
+42,535
408
$959K 0.01%
+8,071
409
$958K 0.01%
+7,040
410
$957K 0.01%
5,301
+3,401
411
$956K 0.01%
993
+753
412
$951K 0.01%
35,043
+8,022
413
$950K 0.01%
6,392
+4,307
414
$943K 0.01%
5,132
+1
415
$937K 0.01%
+91,557
416
$933K 0.01%
23,814
-1,464
417
$927K 0.01%
3,466
+614
418
$921K 0.01%
+9,194
419
$910K 0.01%
+4,270
420
$901K 0.01%
+4,357
421
$888K 0.01%
+11,534
422
$877K 0.01%
1,062
+57
423
$870K 0.01%
12,922
-60
424
$861K 0.01%
23,795
+7
425
$858K 0.01%
8,530
-388
15 16
17
18 19