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
$3.13B
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$29.4M
3
+$23.6M
4
GDDY icon
GoDaddy
GDDY
+$21.2M
5
EBAY icon
eBay
EBAY
+$20.5M

Top Sells

1
+$49.5M
2
+$33.9M
3
+$21.6M
4
JPM icon
JPMorgan Chase
JPM
+$21.4M
5
BAC icon
Bank of America
BAC
+$19.5M

Sector Composition

1 Financials 20.26%
2 Industrials 15.89%
3 Consumer Discretionary 15.72%
4 Technology 12.59%
5 Communication Services 12.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.3M 0.33%
259,683
-16,326
52
$9.95M 0.32%
348,826
-784
53
$9.91M 0.32%
81,015
-1,368
54
$9.7M 0.31%
106,582
-1,055
55
$9.66M 0.31%
57,276
-2,441
56
$9.65M 0.31%
189,363
+68
57
$9.45M 0.3%
149,681
-4,034
58
$9.3M 0.3%
111,192
-4,831
59
$9.26M 0.3%
66,087
-427
60
$9.16M 0.29%
296,890
+133,365
61
$9.1M 0.29%
165,356
+3,693
62
$9.01M 0.29%
108,325
-1,375
63
$8.76M 0.28%
67,465
-1,346
64
$8.6M 0.27%
52,871
-176
65
$8.46M 0.27%
78,099
-237
66
$8.38M 0.27%
111,970
+68,185
67
$8.35M 0.27%
60,092
-988
68
$8.16M 0.26%
432,906
-9,842
69
$8.16M 0.26%
51,515
+233
70
$7.85M 0.25%
62,151
-1,156
71
$7.82M 0.25%
145,394
-1,323
72
$7.63M 0.24%
90,568
+84
73
$7.55M 0.24%
83,984
-949
74
$7.27M 0.23%
84,404
+3,123
75
$7.21M 0.23%
65,562
+1,870
1 2
3
4 5