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
$1.62B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$13.1M
3
+$2.61M
4
RHI icon
Robert Half
RHI
+$1.49M
5
MCK icon
McKesson
MCK
+$928K

Top Sells

1
+$18.2M
2
+$9.67M
3
+$4.47M
4
PWR icon
Quanta Services
PWR
+$4.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.73M

Sector Composition

1 Financials 29.44%
2 Industrials 25.07%
3 Consumer Discretionary 11.56%
4 Communication Services 8.14%
5 Technology 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.17M 0.07%
96,640
77
$1.12M 0.07%
63,584
-1,670
78
$1.12M 0.07%
10,856
79
$1.11M 0.07%
35,007
-395
80
$1.05M 0.06%
18,509
-196
81
$946K 0.06%
60,940
-660
82
$898K 0.06%
15,593
+566
83
$888K 0.05%
15,025
+273
84
$825K 0.05%
9,513
85
$797K 0.05%
13,303
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86
$785K 0.05%
5,328
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87
$774K 0.05%
24,074
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88
$772K 0.05%
64,800
89
$720K 0.04%
11,200
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$647K 0.04%
17,134
91
$586K 0.04%
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92
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34,145
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93
$531K 0.03%
3,185
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94
$527K 0.03%
7,300
95
$526K 0.03%
5,926
96
$498K 0.03%
9,950
97
$474K 0.03%
2,179
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98
$472K 0.03%
44,678
-602
99
$448K 0.03%
2,564
100
$442K 0.03%
14,925
-3
2 3
4
5 6