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
$14.1B
AUM Growth
+$2.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,107
New
Increased
Reduced
Closed

Top Buys

1
+$189M
2
+$106M
3
+$102M
4
FISV
Fiserv Inc
FISV
+$97.4M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$96.5M

Top Sells

1
+$65.7M
2
+$48.9M
3
+$44.8M
4
HAS icon
Hasbro
HAS
+$42.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$37.8M

Sector Composition

1 Technology 17.09%
2 Financials 11.16%
3 Consumer Discretionary 6.89%
4 Communication Services 5.36%
5 Healthcare 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.96M 0.02%
57,125
+12,699
427
$2.89M 0.02%
12,399
+2,891
428
$2.88M 0.02%
23,759
+17,141
429
$2.88M 0.02%
10,935
-1,058
430
$2.87M 0.02%
18,927
+871
431
$2.86M 0.02%
14,793
-3,036
432
$2.86M 0.02%
13,450
+2,388
433
$2.86M 0.02%
344,663
-33,281
434
$2.85M 0.02%
+174,698
435
$2.85M 0.02%
46,523
-716
436
$2.83M 0.02%
+40,811
437
$2.82M 0.02%
+15,623
438
$2.82M 0.02%
61,311
+598
439
$2.8M 0.02%
20,920
+15,432
440
$2.79M 0.02%
38,638
-809
441
$2.78M 0.02%
86,012
+1,607
442
$2.77M 0.02%
+35,602
443
$2.77M 0.02%
+327,320
444
$2.77M 0.02%
26,870
+659
445
$2.76M 0.02%
11,691
+4,406
446
$2.75M 0.02%
25,540
+280
447
$2.69M 0.02%
130,458
-2,562
448
$2.68M 0.02%
21,252
-799
449
$2.68M 0.02%
+21,659
450
$2.66M 0.02%
54,486
-1,165
16 17
18
19 20