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
926
$222K ﹤0.01%
+2,226
927
$221K ﹤0.01%
+821
928
$220K ﹤0.01%
5,468
-349
929
$220K ﹤0.01%
+713
930
$220K ﹤0.01%
+3,912
931
$219K ﹤0.01%
+3,150
932
$215K ﹤0.01%
+3,178
933
$215K ﹤0.01%
+7,601
934
$213K ﹤0.01%
+12,434
935
$212K ﹤0.01%
12,632
+5,022
936
$210K ﹤0.01%
+21,497
937
$210K ﹤0.01%
+15,825
938
$209K ﹤0.01%
+2,667
939
$207K ﹤0.01%
+34,234
940
$207K ﹤0.01%
+5,102
941
$207K ﹤0.01%
11,527
+1,454
942
$206K ﹤0.01%
+9,888
943
$205K ﹤0.01%
+4,656
944
$204K ﹤0.01%
+1,964
945
$204K ﹤0.01%
+2,045
946
$202K ﹤0.01%
+5,205
947
$202K ﹤0.01%
+3,550
948
$201K ﹤0.01%
+2,500
949
$201K ﹤0.01%
+3,162
950
$201K ﹤0.01%
1,463
+307
36 37
38
39 40