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
$4.1B
AUM Growth
+$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$19M
3
+$12M
4
BX icon
Blackstone
BX
+$11M
5
KMX icon
CarMax
KMX
+$8.12M

Top Sells

1
+$54.5M
2
+$40.1M
3
+$36.1M
4
CVET
Covetrus, Inc. Common Stock
CVET
+$16.9M
5
RHI icon
Robert Half
RHI
+$5.57M

Sector Composition

1 Financials 19.85%
2 Technology 18.21%
3 Consumer Discretionary 16.84%
4 Communication Services 14.24%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.8M 0.29%
49,719
-1,574
52
$11.7M 0.28%
66,234
-1,148
53
$11.6M 0.28%
260,045
-39,386
54
$11.6M 0.28%
59,755
+388
55
$11.6M 0.28%
186,693
-23,147
56
$11.1M 0.27%
48,160
-2,281
57
$11M 0.27%
245,103
-9,471
58
$11M 0.27%
304,414
-13,519
59
$10.9M 0.26%
226,338
-4,881
60
$10.7M 0.26%
388,109
-5,405
61
$10.4M 0.25%
125,127
-13,752
62
$10.4M 0.25%
39,875
-1,972
63
$10.2M 0.25%
84,505
-4,936
64
$10.1M 0.25%
92,144
-2,376
65
$9.73M 0.24%
150,442
+13,102
66
$9.56M 0.23%
49,127
+486
67
$9.51M 0.23%
102,688
+2,172
68
$9.16M 0.22%
147,318
-2,046
69
$9.1M 0.22%
133,165
+13,565
70
$8.96M 0.22%
60,729
-12,887
71
$8.78M 0.21%
67,598
-4,891
72
$8.76M 0.21%
32,547
-13,766
73
$8.43M 0.21%
56,562
-1,941
74
$8.34M 0.2%
69,304
+14,266
75
$8.29M 0.2%
83,861
-1,691
1 2
3
4 5