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
476
$1.42M 0.01%
5,849
+2,383
477
$1.42M 0.01%
17,296
-3,295
478
$1.42M 0.01%
28,778
+774
479
$1.38M 0.01%
17,279
-6,300
480
$1.37M 0.01%
3,543
+13
481
$1.37M 0.01%
17,674
-562
482
$1.33M 0.01%
3,284
-79
483
$1.32M 0.01%
4,916
-394
484
$1.31M 0.01%
5,227
-2,416
485
$1.29M 0.01%
13,946
+9,229
486
$1.28M 0.01%
51,810
+8,468
487
$1.28M 0.01%
+49,845
488
$1.27M 0.01%
8,470
-1,035
489
$1.25M 0.01%
5,948
+745
490
$1.25M 0.01%
+39,956
491
$1.25M 0.01%
18,837
+441
492
$1.25M 0.01%
8,621
-3,482
493
$1.24M 0.01%
167,039
-4,185
494
$1.23M 0.01%
6,148
-60
495
$1.23M 0.01%
19,630
-3,216
496
$1.2M 0.01%
16,939
-187
497
$1.2M 0.01%
5,091
-587
498
$1.18M 0.01%
11,420
-227
499
$1.18M 0.01%
23,580
-30
500
$1.17M 0.01%
+44,049
18 19
20
21 22