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
826
$649K ﹤0.01%
6,287
-1,021
827
$647K ﹤0.01%
+6,666
828
$646K ﹤0.01%
12,902
+3,453
829
$644K ﹤0.01%
2,871
+156
830
$643K ﹤0.01%
3,892
-10
831
$642K ﹤0.01%
1,081
+260
832
$642K ﹤0.01%
19,266
+1,527
833
$641K ﹤0.01%
+7,187
834
$635K ﹤0.01%
24,430
-4,013
835
$628K ﹤0.01%
+3,044
836
$627K ﹤0.01%
+10,338
837
$624K ﹤0.01%
13,406
+1,224
838
$622K ﹤0.01%
2,641
+210
839
$622K ﹤0.01%
7,387
+2,827
840
$620K ﹤0.01%
10,635
+154
841
$618K ﹤0.01%
+23,581
842
$603K ﹤0.01%
2,481
+1,137
843
$599K ﹤0.01%
+6,380
844
$596K ﹤0.01%
3,898
-1,372
845
$594K ﹤0.01%
37,239
+558
846
$584K ﹤0.01%
4,021
-515
847
$580K ﹤0.01%
12,131
+3,619
848
$578K ﹤0.01%
9,218
-4,797
849
$576K ﹤0.01%
5,936
-100
850
$575K ﹤0.01%
3,110
-7
32 33
34
35 36