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
$20.4B
AUM Growth
+$6.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$230M
2
+$225M
3
+$171M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$163M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$162M

Top Sells

1
+$61.8M
2
+$42.4M
3
+$32.1M
4
CRM icon
Salesforce
CRM
+$31.3M
5
DEO icon
Diageo
DEO
+$22.6M

Sector Composition

1 Technology 18.58%
2 Financials 12.45%
3 Consumer Discretionary 7.62%
4 Healthcare 6.29%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$779K ﹤0.01%
11,122
+1,939
777
$778K ﹤0.01%
33,843
-392
778
$774K ﹤0.01%
3,444
+313
779
$774K ﹤0.01%
+91,125
780
$767K ﹤0.01%
+1,276
781
$760K ﹤0.01%
14,853
-951
782
$759K ﹤0.01%
8,647
+577
783
$758K ﹤0.01%
+9,992
784
$758K ﹤0.01%
32,572
-280
785
$756K ﹤0.01%
2,801
-1,270
786
$752K ﹤0.01%
6,316
+15
787
$751K ﹤0.01%
14,599
788
$750K ﹤0.01%
3,497
-346
789
$746K ﹤0.01%
+5,676
790
$740K ﹤0.01%
+16,000
791
$733K ﹤0.01%
5,003
-127,461
792
$730K ﹤0.01%
1,945
-38
793
$730K ﹤0.01%
21,580
+1,556
794
$722K ﹤0.01%
+19,020
795
$720K ﹤0.01%
30,498
-2,000
796
$717K ﹤0.01%
+6,493
797
$713K ﹤0.01%
5,365
-776
798
$713K ﹤0.01%
26,031
-447
799
$711K ﹤0.01%
+3,108
800
$709K ﹤0.01%
9,088
-223
30 31
32
33 34