Kovitz Investment Group Partners

Kovitz Investment Group Partners Portfolio holdings

AUM $23.4B
1-Year Est. Return 16.7%
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$13.1M
3
+$2.61M
4
RHI icon
Robert Half
RHI
+$1.49M
5
MCK icon
McKesson
MCK
+$928K

Top Sells

1
+$18.2M
2
+$9.67M
3
+$4.47M
4
PWR icon
Quanta Services
PWR
+$4.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.73M

Sector Composition

1 Financials 29.44%
2 Industrials 25.07%
3 Consumer Discretionary 11.56%
4 Communication Services 8.14%
5 Technology 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$26M 1.6%
550,387
-5,766
27
$25.7M 1.58%
276,956
-4,310
28
$20M 1.23%
120,050
+5,566
29
$19.7M 1.21%
244,816
+2,796
30
$19.4M 1.19%
482,300
-6,160
31
$15.3M 0.94%
+472,150
32
$14.6M 0.9%
185,732
+1,850
33
$12.8M 0.79%
581,913
-5,864
34
$10.4M 0.64%
246,333
-6,027
35
$7.33M 0.45%
123,539
-37,754
36
$7.21M 0.44%
477,175
-4,539
37
$5.74M 0.35%
83,780
-278
38
$5.22M 0.32%
476,967
-4,675
39
$4.85M 0.3%
326,596
-2,944
40
$4.72M 0.29%
48,365
-1,687
41
$4.68M 0.29%
542,152
-5,835
42
$4.34M 0.27%
712,463
-5,511
43
$4.28M 0.26%
229,962
-1,620
44
$4.25M 0.26%
35,980
-287
45
$3.9M 0.24%
861,057
-7,321
46
$3.86M 0.24%
73,318
-650
47
$3.84M 0.24%
296,326
-2,900
48
$3.82M 0.24%
275,890
-2,765
49
$3.76M 0.23%
122,896
-100
50
$3.65M 0.22%
576,308
-32,735
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