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
$1.69B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$99.3M
3
+$96.9M
4
AAPL icon
Apple
AAPL
+$85.6M
5
BA icon
Boeing
BA
+$76.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 28.86%
2 Industrials 23.05%
3 Consumer Discretionary 14.41%
4 Communication Services 7.9%
5 Technology 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$494K 0.03%
+6,419
102
$482K 0.03%
+31,354
103
$466K 0.03%
+6,089
104
$466K 0.03%
+2,864
105
$453K 0.03%
+11,570
106
$441K 0.03%
+10,939
107
$433K 0.03%
+54,578
108
$415K 0.02%
+41,180
109
$414K 0.02%
+16,291
110
$400K 0.02%
+7,357
111
$365K 0.02%
+3,272
112
$353K 0.02%
+3,435
113
$313K 0.02%
+3,168
114
$312K 0.02%
+5,766
115
$305K 0.02%
+10,322
116
$302K 0.02%
+5,974
117
$298K 0.02%
+3,447
118
$272K 0.02%
+2,024
119
$257K 0.02%
+1,100
120
$237K 0.01%
+7,746
121
$215K 0.01%
+2,866
122
$200K 0.01%
+3,900
1 2 3 4
5