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
426
$855K 0.01%
2,485
+1,385
427
$851K 0.01%
+22,194
428
$836K 0.01%
+7,325
429
$833K 0.01%
86,196
+34,189
430
$832K 0.01%
+9,617
431
$823K 0.01%
+10,468
432
$823K 0.01%
34,132
-19,066
433
$819K 0.01%
+7,890
434
$818K 0.01%
+12,197
435
$811K 0.01%
+2,142
436
$798K 0.01%
+33,014
437
$797K 0.01%
277,778
438
$790K 0.01%
+33,251
439
$789K 0.01%
24,907
+3,300
440
$783K 0.01%
+10,552
441
$773K 0.01%
+17,319
442
$771K 0.01%
+12,773
443
$758K 0.01%
+80,206
444
$754K 0.01%
+8,624
445
$753K 0.01%
11,315
+2,495
446
$752K 0.01%
+6,031
447
$751K 0.01%
2,620
-15
448
$744K 0.01%
12,812
+6,745
449
$744K 0.01%
+8,581
450
$725K 0.01%
+12,523
16 17
18
19 20