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
$4.1B
AUM Growth
+$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$19M
3
+$12M
4
BX icon
Blackstone
BX
+$11M
5
KMX icon
CarMax
KMX
+$8.12M

Top Sells

1
+$54.5M
2
+$40.1M
3
+$36.1M
4
CVET
Covetrus, Inc. Common Stock
CVET
+$16.9M
5
RHI icon
Robert Half
RHI
+$5.57M

Sector Composition

1 Financials 19.85%
2 Technology 18.21%
3 Consumer Discretionary 16.84%
4 Communication Services 14.24%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.28M 0.2%
45,882
-2,131
77
$8.27M 0.2%
64,605
-485
78
$8.18M 0.2%
36,016
-743
79
$8M 0.19%
127,977
-89,128
80
$7.89M 0.19%
56,542
-2,183
81
$7.74M 0.19%
85,262
-700
82
$7.62M 0.19%
97,631
-2,563
83
$7.49M 0.18%
83,005
-1,736
84
$7.45M 0.18%
147,683
-8,647
85
$7.38M 0.18%
43,694
+4,695
86
$7.37M 0.18%
62,930
-10,750
87
$7.31M 0.18%
93,689
-2,392
88
$7.2M 0.18%
95,828
-7,774
89
$7.13M 0.17%
26,840
-872
90
$6.9M 0.17%
64,423
-9,604
91
$6.79M 0.17%
217,678
+25,775
92
$6.78M 0.17%
125,452
-5,551
93
$6.78M 0.17%
143,500
-46,970
94
$6.56M 0.16%
149,780
-9,340
95
$6.51M 0.16%
98,259
-3,606
96
$6.5M 0.16%
44,441
+26,944
97
$6.4M 0.16%
37,670
-3,310
98
$6.31M 0.15%
42,149
-1,125
99
$6.29M 0.15%
68,486
+236
100
$6.25M 0.15%
42,141
-6,239
2 3
4
5 6