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
526
$1.03M 0.01%
+1,987
527
$1.02M 0.01%
14,162
+1,965
528
$1.02M 0.01%
+13,513
529
$1.01M 0.01%
35,009
+138
530
$1M 0.01%
13,923
+4,353
531
$995K 0.01%
18,317
-312
532
$993K 0.01%
14,901
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533
$989K 0.01%
71,917
+337
534
$987K 0.01%
+5,828
535
$981K 0.01%
+28,340
536
$979K 0.01%
4,264
-3,302
537
$969K 0.01%
61,241
+174
538
$967K 0.01%
43,377
+842
539
$966K 0.01%
2,586
-864
540
$966K 0.01%
34,288
+29
541
$957K 0.01%
+9,585
542
$956K 0.01%
5,365
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543
$954K 0.01%
2,143
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544
$944K 0.01%
32,945
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545
$937K 0.01%
+5,676
546
$935K 0.01%
+10,247
547
$934K 0.01%
8,720
-209
548
$918K 0.01%
11,976
-390
549
$918K 0.01%
+15,233
550
$902K 0.01%
11,384
-2,094
20 21
22
23 24