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
$20.4B
AUM Growth
+$6.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$230M
2
+$225M
3
+$171M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$163M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$162M

Top Sells

1
+$61.8M
2
+$42.4M
3
+$32.1M
4
CRM icon
Salesforce
CRM
+$31.3M
5
DEO icon
Diageo
DEO
+$22.6M

Sector Composition

1 Technology 18.58%
2 Financials 12.45%
3 Consumer Discretionary 7.62%
4 Healthcare 6.29%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$222K ﹤0.01%
+3,835
1127
$221K ﹤0.01%
7,248
-353
1128
$221K ﹤0.01%
+3,069
1129
$220K ﹤0.01%
+654
1130
$220K ﹤0.01%
1,733
-493
1131
$218K ﹤0.01%
+1,537
1132
$218K ﹤0.01%
+1,626
1133
$218K ﹤0.01%
+657
1134
$217K ﹤0.01%
+2,288
1135
$217K ﹤0.01%
+9,993
1136
$217K ﹤0.01%
+1,175
1137
$217K ﹤0.01%
+1,045
1138
$216K ﹤0.01%
+8,314
1139
$216K ﹤0.01%
5,468
1140
$216K ﹤0.01%
+13,918
1141
$215K ﹤0.01%
1,942
-22
1142
$214K ﹤0.01%
+1,354
1143
$214K ﹤0.01%
+949
1144
$213K ﹤0.01%
1,749
1145
$212K ﹤0.01%
+3,179
1146
$212K ﹤0.01%
+3,147
1147
$212K ﹤0.01%
+2,790
1148
$210K ﹤0.01%
+2,554
1149
$210K ﹤0.01%
+2,847
1150
$209K ﹤0.01%
+831
44 45
46
47 48