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
$3.13B
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$29.4M
3
+$23.6M
4
GDDY icon
GoDaddy
GDDY
+$21.2M
5
EBAY icon
eBay
EBAY
+$20.5M

Top Sells

1
+$49.5M
2
+$33.9M
3
+$21.6M
4
JPM icon
JPMorgan Chase
JPM
+$21.4M
5
BAC icon
Bank of America
BAC
+$19.5M

Sector Composition

1 Financials 20.26%
2 Industrials 15.89%
3 Consumer Discretionary 15.72%
4 Technology 12.59%
5 Communication Services 12.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.2M 0.23%
288,348
-7,142
77
$7.13M 0.23%
301,531
-11,624
78
$7.13M 0.23%
308,300
-2,280
79
$7.11M 0.23%
55,171
-2,575
80
$7.06M 0.22%
66,069
-4,230
81
$6.94M 0.22%
29,911
-1,786
82
$6.93M 0.22%
168,698
-1,913
83
$6.9M 0.22%
138,200
-14,105
84
$6.53M 0.21%
48,961
-808
85
$6.27M 0.2%
138,719
-22,461
86
$6.25M 0.2%
117,369
+170
87
$6.19M 0.2%
107,484
-4,633
88
$6.14M 0.2%
224,161
-4,418
89
$6.11M 0.19%
70,340
+4,920
90
$6.07M 0.19%
85,982
-701
91
$6.06M 0.19%
113,507
-3,540
92
$5.86M 0.19%
340,809
-7,042
93
$5.7M 0.18%
77,222
+69,830
94
$5.45M 0.17%
67,233
-3,142
95
$5.4M 0.17%
89,402
-1,140
96
$5.3M 0.17%
368,619
-1,425
97
$5.09M 0.16%
175,293
-3,595
98
$5.02M 0.16%
106,485
-3,038
99
$4.94M 0.16%
173,825
-18,091
100
$4.84M 0.15%
112,973
-2,851
2 3
4
5 6