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
$14.1B
AUM Growth
+$2.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,107
New
Increased
Reduced
Closed

Top Buys

1
+$189M
2
+$106M
3
+$102M
4
FISV
Fiserv Inc
FISV
+$97.4M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$96.5M

Top Sells

1
+$65.7M
2
+$48.9M
3
+$44.8M
4
HAS icon
Hasbro
HAS
+$42.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$37.8M

Sector Composition

1 Technology 17.09%
2 Financials 11.16%
3 Consumer Discretionary 6.89%
4 Communication Services 5.36%
5 Healthcare 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$288K ﹤0.01%
+3,673
877
$288K ﹤0.01%
+7,500
878
$288K ﹤0.01%
+32,006
879
$288K ﹤0.01%
8,340
+275
880
$286K ﹤0.01%
+19,513
881
$285K ﹤0.01%
+1,050
882
$285K ﹤0.01%
1,344
+239
883
$283K ﹤0.01%
12,334
-362
884
$281K ﹤0.01%
2,189
-201
885
$281K ﹤0.01%
+18,270
886
$280K ﹤0.01%
3,036
-73
887
$279K ﹤0.01%
+11,622
888
$278K ﹤0.01%
+1,346
889
$276K ﹤0.01%
13,011
+154
890
$276K ﹤0.01%
+8,531
891
$272K ﹤0.01%
+2,990
892
$265K ﹤0.01%
895
+338
893
$263K ﹤0.01%
+9,500
894
$263K ﹤0.01%
+11,500
895
$261K ﹤0.01%
+48,840
896
$255K ﹤0.01%
13,661
-1,314
897
$255K ﹤0.01%
4,729
+609
898
$254K ﹤0.01%
+6,096
899
$254K ﹤0.01%
+2,551
900
$253K ﹤0.01%
+9,956
34 35
36
37 38