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
526
$1.62M 0.01%
22,905
-64,818
527
$1.61M 0.01%
6,941
+1,714
528
$1.6M 0.01%
17,838
+1,184
529
$1.6M 0.01%
14,209
+136
530
$1.6M 0.01%
+160,008
531
$1.59M 0.01%
+90,675
532
$1.58M 0.01%
13,364
-2,975
533
$1.58M 0.01%
+67,396
534
$1.57M 0.01%
20,904
+11,760
535
$1.57M 0.01%
48,301
+25,581
536
$1.57M 0.01%
76,823
-32,817
537
$1.56M 0.01%
18,204
+12,955
538
$1.56M 0.01%
14,735
+8,907
539
$1.49M 0.01%
7,190
+1,668
540
$1.48M 0.01%
+134,739
541
$1.46M 0.01%
11,501
-67
542
$1.45M 0.01%
+62,545
543
$1.43M 0.01%
+13,412
544
$1.41M 0.01%
21,055
+6,154
545
$1.41M 0.01%
17,145
-134
546
$1.41M 0.01%
13,332
+4,862
547
$1.4M 0.01%
9,764
+7,715
548
$1.4M 0.01%
+40,516
549
$1.4M 0.01%
25,056
-10,545
550
$1.39M 0.01%
21,334
-230
20 21
22
23 24