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
$1.71B
AUM Growth
+$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$20.6M
3
+$17.9M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.99M
5
M icon
Macy's
M
+$2M

Top Sells

1
+$47.2M
2
+$44.9M
3
+$30.5M
4
J icon
Jacobs Solutions
J
+$19.8M
5
AIG icon
American International
AIG
+$7.33M

Sector Composition

1 Financials 31.35%
2 Industrials 24.95%
3 Consumer Discretionary 9.84%
4 Communication Services 8.66%
5 Healthcare 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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9,243
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77
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12,845
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79
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80
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23,431
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7,300
82
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17,834
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83
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92
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96
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6,150
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99
$334K 0.02%
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100
$330K 0.02%
2,948
-120
2 3
4
5 6