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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
426
– –
-1,057
427
– –
0
428
– –
-7,751
429
– –
-177,579
430
– –
-2,625
431
– –
-1,250
432
– –
-26,500
433
– –
-20,000
434
– –
-83,722
435
– –
0
436
– –
-8,979
437
– –
-3,500
14 15 16 17
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