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
$3.56B
AUM Growth
+$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$22.4M
3
+$21.6M
4
BX icon
Blackstone
BX
+$19.1M
5
AMZN icon
Amazon
AMZN
+$18.4M

Top Sells

1
+$32M
2
+$27M
3
+$20.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$19.9M
5
BKNG icon
Booking.com
BKNG
+$18.4M

Sector Composition

1 Financials 18.33%
2 Technology 17.64%
3 Consumer Discretionary 15.9%
4 Communication Services 14.99%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$48.7M 1.36%
2,478,126
-706,149
27
$46.7M 1.31%
281,484
-21,528
28
$46.6M 1.3%
892,284
+366,395
29
$43.2M 1.21%
1,191,762
-2,698
30
$42.8M 1.2%
111,587
-1,716
31
$39.2M 1.1%
534,900
+21,160
32
$36.9M 1.03%
402,454
-12,123
33
$36.5M 1.02%
182,566
+607
34
$36.3M 1.02%
1,486,547
-64,719
35
$35M 0.98%
+2,705,200
36
$33.9M 0.95%
161,381
-8,939
37
$31.7M 0.89%
324,814
-3,643
38
$29.4M 0.82%
681,997
+2,093
39
$21.6M 0.6%
+218,635
40
$20.7M 0.58%
5,076
-18
41
$20.3M 0.57%
136,159
+8,674
42
$17.5M 0.49%
148,294
-14,484
43
$16.4M 0.46%
316,210
+49,794
44
$15M 0.42%
44,818
+3,694
45
$14.4M 0.4%
250,024
+1,820
46
$14.3M 0.4%
308,839
-2,821
47
$12.8M 0.36%
50,441
-648
48
$12.7M 0.35%
209,840
+3,642
49
$12M 0.34%
498,469
-7,365
50
$11.8M 0.33%
299,431
+1,934
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