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
551
$363K ﹤0.01%
+1,133
552
$361K ﹤0.01%
4,737
553
$361K ﹤0.01%
14,930
+72
554
$357K ﹤0.01%
+3,750
555
$356K ﹤0.01%
+11,673
556
$355K ﹤0.01%
+16,364
557
$352K ﹤0.01%
+6,038
558
$346K ﹤0.01%
+3,381
559
$345K ﹤0.01%
+4,045
560
$343K ﹤0.01%
11,158
+2,734
561
$341K ﹤0.01%
+10,941
562
$339K ﹤0.01%
2,585
+518
563
$334K ﹤0.01%
786
+209
564
$331K ﹤0.01%
+1,605
565
$326K ﹤0.01%
+2,591
566
$324K ﹤0.01%
+23,296
567
$320K ﹤0.01%
+22,985
568
$319K ﹤0.01%
3,108
+550
569
$314K ﹤0.01%
+3,030
570
$314K ﹤0.01%
+5,353
571
$309K ﹤0.01%
+21,576
572
$305K ﹤0.01%
+765
573
$301K ﹤0.01%
+9,357
574
$300K ﹤0.01%
+10,162
575
$299K ﹤0.01%
1,457
+115
21 22
23
24 25