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
$1.44B
AUM Growth
-$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$28.2M
2 +$19.6M
3 +$11M
4
CBRE icon
CBRE Group
CBRE
+$6.29M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.13M

Top Sells

1 +$41M
2 +$33.3M
3 +$20.1M
4
BHI
Baker Hughes
BHI
+$17.9M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$16.5M

Sector Composition

1 Financials 30.49%
2 Industrials 23.43%
3 Consumer Discretionary 12.11%
4 Communication Services 8.08%
5 Healthcare 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-41,142
127
-408,752