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
551
$901K 0.01%
+17,761
552
$899K 0.01%
8,576
+4,414
553
$898K 0.01%
6,618
-5,307
554
$893K 0.01%
13,378
+456
555
$890K 0.01%
2,070
-72
556
$890K 0.01%
+1,769
557
$882K 0.01%
48,500
-13,796
558
$880K 0.01%
+16,802
559
$877K 0.01%
11,240
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560
$876K 0.01%
+64,079
561
$876K 0.01%
81,770
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562
$875K 0.01%
33,732
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563
$871K 0.01%
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564
$859K 0.01%
8,796
+172
565
$857K 0.01%
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566
$856K 0.01%
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567
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568
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3,632
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569
$835K 0.01%
14,394
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570
$834K 0.01%
15,613
-4,559
571
$833K 0.01%
+5,647
572
$829K 0.01%
+24,089
573
$823K 0.01%
2,620
574
$819K 0.01%
+6,158
575
$816K 0.01%
32,611
-403
21 22
23
24 25