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
$3.56B
AUM Growth
+$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$22.4M
3
+$21.6M
4
BX icon
Blackstone
BX
+$19.1M
5
AMZN icon
Amazon
AMZN
+$18.4M

Top Sells

1
+$32M
2
+$27M
3
+$20.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$19.9M
5
BKNG icon
Booking.com
BKNG
+$18.4M

Sector Composition

1 Financials 18.33%
2 Technology 17.64%
3 Consumer Discretionary 15.9%
4 Communication Services 14.99%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.5M 0.32%
138,879
+6,723
52
$11.5M 0.32%
217,105
-15,131
53
$11.1M 0.31%
254,574
-6,960
54
$11M 0.31%
51,293
-3,027
55
$10.8M 0.3%
231,219
+3,345
56
$10.6M 0.3%
67,382
-1,296
57
$10.5M 0.29%
41,847
-5,979
58
$10.5M 0.29%
59,344
-2,311
59
$10.3M 0.29%
51,501
-2,138
60
$10.3M 0.29%
317,933
-10,455
61
$10.3M 0.29%
94,520
-1,979
62
$10.3M 0.29%
46,313
-4,904
63
$9.13M 0.26%
59,367
-2,464
64
$9.13M 0.26%
89,441
-1,533
65
$8.83M 0.25%
48,013
-669
66
$8.62M 0.24%
58,725
-1,261
67
$8.39M 0.23%
393,514
-6,725
68
$8.28M 0.23%
48,641
-281
69
$8.27M 0.23%
55,414
-520
70
$8.2M 0.23%
137,340
-476
71
$8.11M 0.23%
100,516
-10,395
72
$7.93M 0.22%
100,194
+2,482
73
$7.79M 0.22%
72,489
-860
74
$7.76M 0.22%
36,759
-10,565
75
$7.7M 0.22%
27,712
-403
1 2
3
4 5