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
$7.85B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$88.1M
2
+$59.1M
3
+$53.5M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$49.5M
5
CPRT icon
Copart
CPRT
+$46.8M

Top Sells

1
+$66.2M
2
+$66.1M
3
+$37.5M
4
PCAR icon
PACCAR
PCAR
+$30.4M
5
META icon
Meta Platforms (Facebook)
META
+$29.4M

Sector Composition

1 Financials 17.01%
2 Technology 17%
3 Consumer Discretionary 11.26%
4 Industrials 7.39%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$598K 0.01%
20,864
-679
477
$587K 0.01%
+8,667
478
$587K 0.01%
+12,636
479
$580K 0.01%
+3,985
480
$572K 0.01%
3,476
+808
481
$568K 0.01%
3,158
+158
482
$564K 0.01%
+1,444
483
$561K 0.01%
+4,372
484
$559K 0.01%
40,298
-1,959
485
$554K 0.01%
+10,904
486
$551K 0.01%
+8,900
487
$544K 0.01%
2,913
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488
$540K 0.01%
+14,008
489
$536K 0.01%
21,177
+2,286
490
$531K 0.01%
4,129
+996
491
$526K 0.01%
+7,978
492
$519K 0.01%
2,704
-15
493
$517K 0.01%
+39,000
494
$515K 0.01%
+31,247
495
$515K 0.01%
+6,000
496
$510K 0.01%
+5,805
497
$508K 0.01%
5,666
+334
498
$506K 0.01%
+3,045
499
$496K 0.01%
+25,762
500
$496K 0.01%
+3,067
18 19
20
21 22