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
426
$2.08M 0.02%
33,036
-1,228
427
$2.06M 0.02%
+11,220
428
$2.05M 0.02%
+75,923
429
$1.99M 0.02%
78,587
+21,947
430
$1.98M 0.02%
109,640
-27,519
431
$1.97M 0.02%
3,413
+438
432
$1.96M 0.02%
8,713
+4,443
433
$1.94M 0.02%
4,455
+1,021
434
$1.93M 0.02%
+13,503
435
$1.93M 0.02%
+20,021
436
$1.93M 0.02%
2,547
+1,485
437
$1.92M 0.02%
+34,320
438
$1.87M 0.02%
20,902
+14,902
439
$1.85M 0.02%
21,996
+19,337
440
$1.84M 0.02%
7,752
+1,161
441
$1.83M 0.02%
75,847
+3,856
442
$1.82M 0.02%
144,966
+127,415
443
$1.78M 0.02%
54,738
-744
444
$1.77M 0.02%
60,051
+3,904
445
$1.74M 0.01%
26,649
-10,030
446
$1.72M 0.01%
151,553
-19,521
447
$1.7M 0.01%
16,924
-661
448
$1.69M 0.01%
24,377
-8,810
449
$1.67M 0.01%
12,755
+1,349
450
$1.66M 0.01%
+12,904
16 17
18
19 20