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
576
$811K 0.01%
3,773
+1,569
577
$811K 0.01%
3,626
-225
578
$807K 0.01%
9,636
+19
579
$804K 0.01%
7,855
-35
580
$801K 0.01%
10,467
-1
581
$799K 0.01%
7,198
+3,662
582
$792K 0.01%
7,359
-5,401
583
$788K 0.01%
3,736
+2,131
584
$788K 0.01%
+6,668
585
$785K 0.01%
+29,152
586
$783K 0.01%
33,251
587
$779K 0.01%
8,303
-278
588
$772K 0.01%
+8,068
589
$772K 0.01%
+31,260
590
$769K 0.01%
15,216
-2,103
591
$768K 0.01%
67,002
+4,883
592
$765K 0.01%
22,325
-2,582
593
$758K 0.01%
30,636
+9,459
594
$754K 0.01%
21,191
-2,604
595
$748K 0.01%
77,453
-8,743
596
$743K 0.01%
44,857
+84
597
$742K 0.01%
4,736
+364
598
$735K 0.01%
+13,357
599
$734K 0.01%
7,517
-5,318
600
$730K 0.01%
10,013
+5,000
22 23
24
25 26