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
776
$226K ﹤0.01%
1,105
-352
777
$223K ﹤0.01%
+1,343
778
$223K ﹤0.01%
+4,120
779
$222K ﹤0.01%
5,825
-9
780
$222K ﹤0.01%
2,955
-1,702
781
$221K ﹤0.01%
7,932
+1,150
782
$219K ﹤0.01%
+5,817
783
$217K ﹤0.01%
1,190
-107
784
$214K ﹤0.01%
16,234
+254
785
$212K ﹤0.01%
1,626
+29
786
$209K ﹤0.01%
10,856
-1,540
787
$208K ﹤0.01%
+1,520
788
$208K ﹤0.01%
3,805
789
$208K ﹤0.01%
2,241
-966
790
$207K ﹤0.01%
7,000
791
$206K ﹤0.01%
+1,115
792
$202K ﹤0.01%
+10,645
793
$198K ﹤0.01%
18,632
+775
794
$182K ﹤0.01%
15,600
795
$169K ﹤0.01%
13,476
+223
796
$160K ﹤0.01%
10,000
797
$155K ﹤0.01%
11,362
+204
798
$154K ﹤0.01%
10,000
799
$124K ﹤0.01%
+17,752
800
$118K ﹤0.01%
11,874
+494
30 31
32
33 34