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
$20.4B
AUM Growth
+$6.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$230M
2
+$225M
3
+$171M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$163M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$162M

Top Sells

1
+$61.8M
2
+$42.4M
3
+$32.1M
4
CRM icon
Salesforce
CRM
+$31.3M
5
DEO icon
Diageo
DEO
+$22.6M

Sector Composition

1 Technology 18.58%
2 Financials 12.45%
3 Consumer Discretionary 7.62%
4 Healthcare 6.29%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.34M 0.01%
13,852
+170
652
$1.34M 0.01%
32,926
+4,191
653
$1.33M 0.01%
48,079
+12,301
654
$1.33M 0.01%
21,356
-167
655
$1.33M 0.01%
18,211
+147
656
$1.33M 0.01%
10,806
+514
657
$1.32M 0.01%
5,132
-67
658
$1.32M 0.01%
5,180
-280
659
$1.32M 0.01%
3,561
-137
660
$1.31M 0.01%
25,065
+857
661
$1.3M 0.01%
19,977
-181
662
$1.29M 0.01%
5,090
-360
663
$1.29M 0.01%
8,959
+143
664
$1.28M 0.01%
6,361
+177
665
$1.28M 0.01%
63,496
-13,327
666
$1.27M 0.01%
165,792
-1,381
667
$1.27M 0.01%
59,527
-2,277
668
$1.27M 0.01%
17,117
+138
669
$1.26M 0.01%
15,006
+26
670
$1.26M 0.01%
14,173
+6
671
$1.26M 0.01%
5,104
-92
672
$1.25M 0.01%
2,963
+1,656
673
$1.24M 0.01%
22,885
+501
674
$1.23M 0.01%
48,955
-19
675
$1.23M 0.01%
54,639
+7,654
25 26
27
28 29