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
$3.56B
AUM Growth
+$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$22.4M
3
+$21.6M
4
BX icon
Blackstone
BX
+$19.1M
5
AMZN icon
Amazon
AMZN
+$18.4M

Top Sells

1
+$32M
2
+$27M
3
+$20.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$19.9M
5
BKNG icon
Booking.com
BKNG
+$18.4M

Sector Composition

1 Financials 18.33%
2 Technology 17.64%
3 Consumer Discretionary 15.9%
4 Communication Services 14.99%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.74M 0.16%
45,752
-9,927
102
$5.72M 0.16%
43,274
-316
103
$5.43M 0.15%
91,363
-607
104
$5.35M 0.15%
24,361
-694
105
$5.28M 0.15%
45,578
+188
106
$5.26M 0.15%
83,277
-1,509
107
$5.13M 0.14%
86,392
+9,506
108
$5.12M 0.14%
98,311
+15,380
109
$5.04M 0.14%
30,609
+1,414
110
$4.88M 0.14%
148,912
+92,446
111
$4.87M 0.14%
103,602
+14,461
112
$4.83M 0.14%
273,113
-7,170
113
$4.81M 0.13%
16,971
-204
114
$4.79M 0.13%
68,250
115
$4.56M 0.13%
119,902
+292
116
$4.5M 0.13%
38,947
-321
117
$4.47M 0.13%
101,865
+496
118
$4.36M 0.12%
216,482
+43,411
119
$4.29M 0.12%
37,865
+3,998
120
$4.28M 0.12%
145,607
-756
121
$4.16M 0.12%
55,734
+5,115
122
$4.13M 0.12%
21,788
+4,266
123
$4.12M 0.12%
63,684
-3,053
124
$4.12M 0.12%
82,081
-1,461
125
$4.09M 0.11%
119,110
-2,911
3 4
5
6 7