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
451
$1.65M 0.01%
31,097
+18,574
452
$1.65M 0.01%
84,003
+8,766
453
$1.65M 0.01%
63,770
+5,024
454
$1.63M 0.01%
20,360
+2,591
455
$1.6M 0.01%
73,400
+7,127
456
$1.59M 0.01%
99,562
+29,577
457
$1.59M 0.01%
5,555
+117
458
$1.59M 0.01%
51,761
+15,841
459
$1.57M 0.01%
2,784
-577
460
$1.56M 0.01%
33,096
+93
461
$1.55M 0.01%
9,144
+7,112
462
$1.53M 0.01%
+23,132
463
$1.52M 0.01%
+15,235
464
$1.52M 0.01%
32,013
+2,015
465
$1.51M 0.01%
+5,402
466
$1.49M 0.01%
+33,788
467
$1.49M 0.01%
5,522
+603
468
$1.48M 0.01%
19,963
-163
469
$1.47M 0.01%
16,654
-665
470
$1.46M 0.01%
14,073
-657
471
$1.46M 0.01%
11,568
+2,676
472
$1.45M 0.01%
1,770
+152
473
$1.44M 0.01%
11,618
+1,450
474
$1.43M 0.01%
28,888
-11,537
475
$1.42M 0.01%
37,475
17 18
19
20 21