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
$2.33M
AUM Growth
-$2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1 +$39.6K
2 +$28.2K
3 +$27.6K
4
PARA
Paramount Global Class B
PARA
+$20.5K
5
KMX icon
CarMax
KMX
+$6.18K

Sector Composition

1 Financials 25.89%
2 Industrials 23.48%
3 Consumer Discretionary 19.09%
4 Communication Services 8.73%
5 Technology 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.32K 0.06%
55,726
-3,423
77
$1.29K 0.06%
40,650
+7,150
78
$1.28K 0.06%
12,867
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79
$1.28K 0.05%
89,200
+8,800
80
$1.27K 0.05%
60,105
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81
$1.24K 0.05%
25,700
-2,200
82
$1.21K 0.05%
32,500
-9,950
83
$1.19K 0.05%
29,650
-2,600
84
$1.18K 0.05%
13,932
85
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19,550
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69,000
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$1.04K 0.04%
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8,800
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21,550
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19,710
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98
$794 0.03%
9,900
99
$782 0.03%
22,771
-1,418
100
$749 0.03%
23,600
-2,600