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
401
$2.42M 0.02%
35,601
+11,122
402
$2.42M 0.02%
9,508
-917
403
$2.4M 0.02%
+55,651
404
$2.36M 0.02%
31,282
+5,116
405
$2.35M 0.02%
+92,437
406
$2.34M 0.02%
8,488
+6,314
407
$2.34M 0.02%
+60,713
408
$2.34M 0.02%
+14,697
409
$2.33M 0.02%
+101,757
410
$2.32M 0.02%
+103,636
411
$2.26M 0.02%
11,117
+3,579
412
$2.25M 0.02%
80,207
-2,525
413
$2.24M 0.02%
40,846
+36,686
414
$2.23M 0.02%
+84,405
415
$2.21M 0.02%
20,741
+6,844
416
$2.2M 0.02%
+17,115
417
$2.2M 0.02%
15,879
-660
418
$2.18M 0.02%
+25,320
419
$2.16M 0.02%
21,564
+2,107
420
$2.14M 0.02%
96,968
-24,690
421
$2.14M 0.02%
+35,826
422
$2.13M 0.02%
59,104
+3,148
423
$2.1M 0.02%
126,406
+26,163
424
$2.1M 0.02%
65,113
+26,918
425
$2.1M 0.02%
73,833
-6,977
15 16
17
18 19