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
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658
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659
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660
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-434,309
661
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-111,849
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