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
$1.69B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$99.3M
3
+$96.9M
4
AAPL icon
Apple
AAPL
+$85.6M
5
BA icon
Boeing
BA
+$76.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 28.86%
2 Industrials 23.05%
3 Consumer Discretionary 14.41%
4 Communication Services 7.9%
5 Technology 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.71M 0.22%
+303,271
52
$3.52M 0.21%
+23,117
53
$3.32M 0.2%
+39,668
54
$3.3M 0.19%
+74,845
55
$2.99M 0.18%
+14
56
$2.97M 0.18%
+222,967
57
$2.83M 0.17%
+21,181
58
$2.76M 0.16%
+33,548
59
$2.61M 0.15%
+500,550
60
$2.43M 0.14%
+58,590
61
$2.41M 0.14%
+35,725
62
$2.28M 0.13%
+29,776
63
$2.22M 0.13%
+10,795
64
$2.2M 0.13%
+171,187
65
$2.18M 0.13%
+141,826
66
$2.04M 0.12%
+19,924
67
$1.97M 0.12%
+34,494
68
$1.9M 0.11%
+45,362
69
$1.9M 0.11%
+43,945
70
$1.8M 0.11%
+384,152
71
$1.74M 0.1%
+11,984
72
$1.56M 0.09%
+106,328
73
$1.48M 0.09%
+68,079
74
$1.42M 0.08%
+22,586
75
$1.41M 0.08%
+13,474
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3
4 5