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
$2.51B
AUM Growth
+$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$24.5M
3
+$21.5M
4
SCHW icon
Charles Schwab
SCHW
+$20.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$18.5M

Top Sells

1
+$70.5M
2
+$36M
3
+$8.32M
4
HAL icon
Halliburton
HAL
+$6.03M
5
WBA
Walgreens Boots Alliance
WBA
+$5M

Sector Composition

1 Financials 22.92%
2 Industrials 20.28%
3 Consumer Discretionary 15.31%
4 Communication Services 12.39%
5 Technology 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.42M 0.21%
+50,697
77
$5.39M 0.21%
58,355
+56,334
78
$5.33M 0.21%
81,279
+76,762
79
$5.32M 0.21%
+225,974
80
$5.12M 0.2%
+118,244
81
$5.07M 0.2%
+90,169
82
$5.06M 0.2%
391,983
-18,150
83
$5.02M 0.2%
+49,828
84
$4.89M 0.19%
+302,351
85
$4.88M 0.19%
+94,482
86
$4.78M 0.19%
+72,394
87
$4.69M 0.19%
+229,840
88
$4.55M 0.18%
+169,057
89
$4.52M 0.18%
+88,496
90
$4.49M 0.18%
+237,507
91
$4.46M 0.18%
+108,621
92
$4.37M 0.17%
+81,736
93
$4.27M 0.17%
+98,468
94
$4.21M 0.17%
+143,964
95
$4.16M 0.16%
+82,553
96
$4.14M 0.16%
66,215
+51,075
97
$4.09M 0.16%
56,054
+51,225
98
$4.05M 0.16%
+297,190
99
$3.9M 0.15%
+35,394
100
$3.88M 0.15%
298,090
-10,455
2 3
4
5 6