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
$3.13B
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$29.4M
3
+$23.6M
4
GDDY icon
GoDaddy
GDDY
+$21.2M
5
EBAY icon
eBay
EBAY
+$20.5M

Top Sells

1
+$49.5M
2
+$33.9M
3
+$21.6M
4
JPM icon
JPMorgan Chase
JPM
+$21.4M
5
BAC icon
Bank of America
BAC
+$19.5M

Sector Composition

1 Financials 20.26%
2 Industrials 15.89%
3 Consumer Discretionary 15.72%
4 Technology 12.59%
5 Communication Services 12.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.81M 0.15%
43,755
-655
102
$4.81M 0.15%
44,310
+7,657
103
$4.74M 0.15%
71,098
-13,348
104
$4.71M 0.15%
87,841
-1,099
105
$4.64M 0.15%
135,717
-26,526
106
$4.59M 0.15%
40,585
-3,095
107
$4.57M 0.15%
30,294
+13,453
108
$4.56M 0.15%
91,757
-511
109
$4.52M 0.14%
65,011
+175
110
$4.43M 0.14%
116,731
-2,674
111
$4.42M 0.14%
169,747
-2,069
112
$4.39M 0.14%
70,165
-1,875
113
$4.32M 0.14%
48,841
+589
114
$4.3M 0.14%
79,723
-870
115
$4.3M 0.14%
92,727
-2,996
116
$4.29M 0.14%
120,084
+2,390
117
$4.29M 0.14%
+142,471
118
$4.29M 0.14%
61,703
-1,820
119
$4.26M 0.14%
172,101
-2,127
120
$4.25M 0.14%
284,490
-3,325
121
$4.25M 0.14%
64,435
+1,574
122
$4.25M 0.14%
124,712
-1,815
123
$4.25M 0.14%
18,239
-493
124
$4.19M 0.13%
66,060
-352
125
$4.18M 0.13%
79,593
+826
3 4
5
6 7