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
$2.51B
AUM Growth
+$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$24.5M
3
+$21.5M
4
SCHW icon
Charles Schwab
SCHW
+$20.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$18.5M

Top Sells

1
+$70.5M
2
+$36M
3
+$8.32M
4
HAL icon
Halliburton
HAL
+$6.03M
5
WBA
Walgreens Boots Alliance
WBA
+$5M

Sector Composition

1 Financials 22.92%
2 Industrials 20.28%
3 Consumer Discretionary 15.31%
4 Communication Services 12.39%
5 Technology 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.98M 0.32%
+81,649
52
$7.76M 0.31%
+321,996
53
$7.74M 0.31%
+112,764
54
$7.58M 0.3%
59,672
+57,823
55
$7.57M 0.3%
+84,140
56
$7.36M 0.29%
+69,031
57
$7.14M 0.28%
+174,397
58
$7.13M 0.28%
+157,837
59
$7.12M 0.28%
65,473
+49,665
60
$7.07M 0.28%
+86,637
61
$6.99M 0.28%
+52,285
62
$6.38M 0.25%
+54,579
63
$6.26M 0.25%
54,989
+51,889
64
$6.21M 0.25%
+93,571
65
$5.97M 0.24%
37,018
+34,795
66
$5.94M 0.23%
+176,012
67
$5.9M 0.23%
127,989
+95,841
68
$5.88M 0.23%
90,783
+87,633
69
$5.78M 0.23%
84,711
+65,168
70
$5.75M 0.23%
+76,100
71
$5.56M 0.22%
+18,489
72
$5.55M 0.22%
+143,790
73
$5.51M 0.22%
132,947
+109,833
74
$5.47M 0.22%
+31,403
75
$5.44M 0.22%
+353,187
1 2
3
4 5