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
$3.56B
AUM Growth
+$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$22.4M
3
+$21.6M
4
BX icon
Blackstone
BX
+$19.1M
5
AMZN icon
Amazon
AMZN
+$18.4M

Top Sells

1
+$32M
2
+$27M
3
+$20.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$19.9M
5
BKNG icon
Booking.com
BKNG
+$18.4M

Sector Composition

1 Financials 18.33%
2 Technology 17.64%
3 Consumer Discretionary 15.9%
4 Communication Services 14.99%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.66M 0.21%
73,680
-4,062
77
$7.5M 0.21%
243,294
+16,870
78
$7.36M 0.21%
149,364
+14,491
79
$7.32M 0.2%
65,090
-507
80
$7.27M 0.2%
156,330
-5,258
81
$7.11M 0.2%
131,003
+1,230
82
$6.99M 0.2%
119,600
-38,676
83
$6.87M 0.19%
85,962
-340
84
$6.71M 0.19%
48,380
+15,380
85
$6.57M 0.18%
73,616
-1,179
86
$6.48M 0.18%
74,027
+2,811
87
$6.43M 0.18%
58,503
-1,711
88
$6.4M 0.18%
55,038
-1,035
89
$6.32M 0.18%
190,470
-2,440
90
$6.3M 0.18%
45,329
+2,554
91
$6.21M 0.17%
84,741
-133
92
$6.15M 0.17%
85,552
-1,519
93
$6.1M 0.17%
96,081
-1,151
94
$6.08M 0.17%
102,134
-860
95
$5.93M 0.17%
40,980
+565
96
$5.93M 0.17%
170,286
+5,575
97
$5.83M 0.16%
279,932
-3,340
98
$5.8M 0.16%
159,120
-500
99
$5.78M 0.16%
184,310
-58,495
100
$5.77M 0.16%
38,999
+28,658
2 3
4
5 6