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
$14.1B
AUM Growth
+$2.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,107
New
Increased
Reduced
Closed

Top Buys

1
+$189M
2
+$106M
3
+$102M
4
FISV
Fiserv Inc
FISV
+$97.4M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$96.5M

Top Sells

1
+$65.7M
2
+$48.9M
3
+$44.8M
4
HAS icon
Hasbro
HAS
+$42.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$37.8M

Sector Composition

1 Technology 17.09%
2 Financials 11.16%
3 Consumer Discretionary 6.89%
4 Communication Services 5.36%
5 Healthcare 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$103K ﹤0.01%
+12,084
977
$101K ﹤0.01%
+3,306
978
$100K ﹤0.01%
37,693
+914
979
$97.3K ﹤0.01%
10,067
+67
980
$96.2K ﹤0.01%
+14,000
981
$93.9K ﹤0.01%
+20,707
982
$92.9K ﹤0.01%
+25,416
983
$91.3K ﹤0.01%
+12,286
984
$89K ﹤0.01%
36,334
985
$87.8K ﹤0.01%
+3,352
986
$87K ﹤0.01%
+12,919
987
$85.4K ﹤0.01%
+5,000
988
$76.8K ﹤0.01%
32,265
989
$73.3K ﹤0.01%
+12,075
990
$73.2K ﹤0.01%
39,553
+2,702
991
$70.8K ﹤0.01%
12,110
+110
992
$65.6K ﹤0.01%
+11,605
993
$65.4K ﹤0.01%
+10,467
994
$63.9K ﹤0.01%
+13,514
995
$63.1K ﹤0.01%
+49,965
996
$62.9K ﹤0.01%
+14,041
997
$62.2K ﹤0.01%
15,877
+4,027
998
$61.9K ﹤0.01%
+135,849
999
$60.8K ﹤0.01%
+10,663
1000
$59.3K ﹤0.01%
+13,357
38 39
40
41 42