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
651
$501K ﹤0.01%
3,710
+643
652
$473K ﹤0.01%
1,234
+101
653
$472K ﹤0.01%
10,253
-46
654
$470K ﹤0.01%
5,974
+816
655
$470K ﹤0.01%
31,812
-1,002
656
$465K ﹤0.01%
10,658
-246
657
$464K ﹤0.01%
+5,887
658
$459K ﹤0.01%
14,225
-1,197
659
$455K ﹤0.01%
5,393
-412
660
$454K ﹤0.01%
7,032
661
$453K ﹤0.01%
2,887
-1,107
662
$449K ﹤0.01%
+10,544
663
$446K ﹤0.01%
+12,686
664
$444K ﹤0.01%
8,835
+308
665
$442K ﹤0.01%
2,207
+33
666
$440K ﹤0.01%
3,659
-470
667
$437K ﹤0.01%
3,966
-114
668
$436K ﹤0.01%
10,750
-58
669
$432K ﹤0.01%
7,435
+119
670
$430K ﹤0.01%
+1,616
671
$428K ﹤0.01%
35,004
-1,492
672
$427K ﹤0.01%
2,825
-61
673
$421K ﹤0.01%
2,474
-684
674
$417K ﹤0.01%
3,038
-264
675
$416K ﹤0.01%
3,505
-470
25 26
27
28 29