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
551
$1.39M 0.01%
16,311
+6,675
552
$1.39M 0.01%
13,178
+10,971
553
$1.38M 0.01%
78,200
+54,584
554
$1.38M 0.01%
10,755
+4,607
555
$1.37M 0.01%
+24,186
556
$1.36M 0.01%
5,460
+369
557
$1.36M 0.01%
+45,887
558
$1.35M 0.01%
46,541
-33,666
559
$1.35M 0.01%
+167,173
560
$1.34M 0.01%
47,904
+15,891
561
$1.33M 0.01%
5,443
+1,179
562
$1.32M 0.01%
5,450
+3,834
563
$1.32M 0.01%
14,167
+6,099
564
$1.31M 0.01%
+20,158
565
$1.3M 0.01%
20,825
-123
566
$1.3M 0.01%
5,649
+247
567
$1.29M 0.01%
86,528
-1,765
568
$1.29M 0.01%
24,208
+19,646
569
$1.29M 0.01%
+26,387
570
$1.28M 0.01%
28,735
+22,641
571
$1.26M 0.01%
14,980
+1,442
572
$1.26M 0.01%
9,669
+4,753
573
$1.26M 0.01%
39,760
+31,828
574
$1.25M 0.01%
5,861
+4,193
575
$1.24M 0.01%
70,385
+1,600
21 22
23
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