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
$14.1B
AUM Growth
+$2.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,107
New
Increased
Reduced
Closed

Top Buys

1
+$189M
2
+$106M
3
+$102M
4
FISV
Fiserv Inc
FISV
+$97.4M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$96.5M

Top Sells

1
+$65.7M
2
+$48.9M
3
+$44.8M
4
HAS icon
Hasbro
HAS
+$42.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$37.8M

Sector Composition

1 Technology 17.09%
2 Financials 11.16%
3 Consumer Discretionary 6.89%
4 Communication Services 5.36%
5 Healthcare 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.27M 0.02%
124,952
-1,454
477
$2.26M 0.02%
+16,193
478
$2.26M 0.02%
3,102
+1,332
479
$2.26M 0.02%
15,845
+2,342
480
$2.25M 0.02%
19,874
-6,991
481
$2.24M 0.02%
+84,500
482
$2.16M 0.02%
37,683
+3,363
483
$2.15M 0.02%
+40,229
484
$2.15M 0.02%
36,247
+18,474
485
$2.11M 0.02%
52,300
+9,720
486
$2.07M 0.01%
61,408
+6,670
487
$2.07M 0.01%
68,460
-520,895
488
$1.99M 0.01%
24,343
+3,983
489
$1.95M 0.01%
44,023
-9,708
490
$1.92M 0.01%
78,490
-18,478
491
$1.92M 0.01%
+36,274
492
$1.91M 0.01%
83,562
-441
493
$1.9M 0.01%
6,258
+703
494
$1.9M 0.01%
14,800
+6,179
495
$1.9M 0.01%
+87,803
496
$1.89M 0.01%
18,747
-1,994
497
$1.89M 0.01%
+43,730
498
$1.86M 0.01%
73,219
-51,229
499
$1.85M 0.01%
+10,005
500
$1.83M 0.01%
+51,883
18 19
20
21 22