Kovitz Investment Group Partners

Kovitz Investment Group Partners Portfolio holdings

AUM $23.4B
1-Year Est. Return 16.7%
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.69B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$99.3M
3
+$96.9M
4
AAPL icon
Apple
AAPL
+$85.6M
5
BA icon
Boeing
BA
+$76.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 28.86%
2 Industrials 23.05%
3 Consumer Discretionary 14.41%
4 Communication Services 7.9%
5 Technology 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.23M 0.07%
+35,509
77
$1.18M 0.07%
+37,885
78
$1.17M 0.07%
+102,845
79
$1.11M 0.07%
+11,594
80
$1.01M 0.06%
+35,638
81
$954K 0.06%
+13,250
82
$947K 0.06%
+18,605
83
$941K 0.06%
+6,757
84
$939K 0.06%
+41,142
85
$887K 0.05%
+60,030
86
$857K 0.05%
+14,999
87
$845K 0.05%
+14,062
88
$808K 0.05%
+9,640
89
$787K 0.05%
+177,705
90
$666K 0.04%
+11,500
91
$660K 0.04%
+23,482
92
$659K 0.04%
+51,195
93
$651K 0.04%
+293,168
94
$643K 0.04%
+7,900
95
$626K 0.04%
+11,334
96
$566K 0.03%
+17,499
97
$562K 0.03%
+11,592
98
$538K 0.03%
+2,604
99
$532K 0.03%
+34,570
100
$510K 0.03%
+3,401
1 2 3
4
5