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
$1.62B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$13.1M
3
+$2.61M
4
RHI icon
Robert Half
RHI
+$1.49M
5
MCK icon
McKesson
MCK
+$928K

Top Sells

1
+$18.2M
2
+$9.67M
3
+$4.47M
4
PWR icon
Quanta Services
PWR
+$4.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.73M

Sector Composition

1 Financials 29.44%
2 Industrials 25.07%
3 Consumer Discretionary 11.56%
4 Communication Services 8.14%
5 Technology 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.57M 0.22%
16,487
-17,250
52
$3.37M 0.21%
29,248
-250
53
$2.93M 0.18%
213,702
-2,395
54
$2.92M 0.18%
32,546
-56
55
$2.88M 0.18%
20,304
-2,108
56
$2.87M 0.18%
32,860
-666
57
$2.81M 0.17%
13
58
$2.78M 0.17%
550,809
+167,837
59
$2.72M 0.17%
21,107
-9
60
$2.62M 0.16%
494,430
-4,460
61
$2.36M 0.15%
34,093
-122
62
$2.19M 0.13%
161,988
-1,314
63
$2.17M 0.13%
28,870
64
$2.17M 0.13%
135,776
-1,345
65
$2.14M 0.13%
19,668
-90
66
$2.08M 0.13%
45,678
+483
67
$1.96M 0.12%
31,012
+33
68
$1.83M 0.11%
43,167
-55
69
$1.79M 0.11%
11,775
-301
70
$1.78M 0.11%
52,497
-2,558
71
$1.64M 0.1%
14,685
-344
72
$1.48M 0.09%
98,953
-980
73
$1.37M 0.08%
21,399
+203
74
$1.34M 0.08%
35,509
75
$1.31M 0.08%
35,609
-840
1 2
3
4 5