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
626
$580K 0.01%
+51,941
627
$575K ﹤0.01%
32,409
-3,986
628
$571K ﹤0.01%
20,810
-54
629
$568K ﹤0.01%
40,437
+139
630
$567K ﹤0.01%
7,181
-82
631
$560K ﹤0.01%
39,000
632
$560K ﹤0.01%
+5,249
633
$555K ﹤0.01%
+6,446
634
$551K ﹤0.01%
+8,710
635
$551K ﹤0.01%
23,861
-2,168
636
$547K ﹤0.01%
+17,445
637
$545K ﹤0.01%
8,900
638
$544K ﹤0.01%
+9,594
639
$540K ﹤0.01%
+3,300
640
$535K ﹤0.01%
6,070
-62
641
$531K ﹤0.01%
+10,792
642
$525K ﹤0.01%
+32,379
643
$525K ﹤0.01%
13,641
-1,948
644
$524K ﹤0.01%
11,705
-931
645
$518K ﹤0.01%
7,981
+3
646
$518K ﹤0.01%
10,904
+5,593
647
$518K ﹤0.01%
1,659
+124
648
$513K ﹤0.01%
3,045
649
$512K ﹤0.01%
3,951
-34
650
$509K ﹤0.01%
2,787
+83
24 25
26
27 28