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
$11.7B
AUM Growth
+$3.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$301M
2
+$180M
3
+$178M
4
MSFT icon
Microsoft
MSFT
+$153M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$131M

Top Sells

1
+$42.5M
2
+$24.5M
3
+$16.8M
4
MDC
M.D.C. Holdings, Inc.
MDC
+$10.1M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.66M

Sector Composition

1 Technology 17.62%
2 Financials 13.2%
3 Consumer Discretionary 8.53%
4 Communication Services 6.58%
5 Industrials 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$301K ﹤0.01%
2,519
-72
727
$300K ﹤0.01%
10,926
-15
728
$299K ﹤0.01%
2,559
-5,512
729
$297K ﹤0.01%
+3,429
730
$295K ﹤0.01%
+3,012
731
$293K ﹤0.01%
+7,610
732
$287K ﹤0.01%
+5,933
733
$287K ﹤0.01%
17,022
734
$285K ﹤0.01%
14,975
+1,100
735
$285K ﹤0.01%
6,482
+143
736
$283K ﹤0.01%
2,390
737
$282K ﹤0.01%
+12,399
738
$280K ﹤0.01%
942
-30
739
$277K ﹤0.01%
+8,852
740
$275K ﹤0.01%
+7,260
741
$274K ﹤0.01%
2,030
-33
742
$274K ﹤0.01%
+13,774
743
$273K ﹤0.01%
+302
744
$272K ﹤0.01%
21,404
-172
745
$272K ﹤0.01%
+2,156
746
$271K ﹤0.01%
1,863
-171
747
$270K ﹤0.01%
10,880
748
$270K ﹤0.01%
+3,205
749
$266K ﹤0.01%
+2,638
750
$265K ﹤0.01%
4,728
-625
28 29
30
31 32