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
$5.56B
AUM Growth
-$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$6.16M
3
+$5.05M
4
DEO icon
Diageo
DEO
+$4.1M
5
COF icon
Capital One
COF
+$3.49M

Top Sells

1
+$96.9M
2
+$64.6M
3
+$46.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$45.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$39.6M

Sector Composition

1 Technology 17.39%
2 Financials 16.51%
3 Consumer Discretionary 12.24%
4 Communication Services 10.17%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.9M 0.21%
143,400
-3,030
52
$11.8M 0.21%
31,323
-229
53
$11.7M 0.21%
43,556
-1,170
54
$11M 0.2%
28,015
-738
55
$10.8M 0.19%
101,571
-2,421
56
$10.5M 0.19%
196,890
-17,862
57
$10.4M 0.19%
19,293
-278
58
$10.2M 0.18%
248,213
-3,198
59
$9.74M 0.18%
129,571
-45,117
60
$9.73M 0.17%
139,366
+22,578
61
$9.55M 0.17%
31,083
-532
62
$9.47M 0.17%
166,287
-2,791
63
$9.43M 0.17%
99,414
-1,482
64
$9.34M 0.17%
28,871
-1,007
65
$9.29M 0.17%
21,735
-2,804
66
$9.28M 0.17%
304,401
-2,029
67
$9.27M 0.17%
95,471
+35,938
68
$9.24M 0.17%
158,088
+105,397
69
$9.17M 0.16%
197,809
-196,390
70
$9.06M 0.16%
120,136
-1,834
71
$9.01M 0.16%
71,777
-989
72
$9M 0.16%
92,877
-7,016
73
$8.91M 0.16%
45,220
-387
74
$8.9M 0.16%
142,060
-3,470
75
$8.89M 0.16%
41,670
-21,493
1 2
3
4 5