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
$1.62B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$15.3M
2 +$13.1M
3 +$2.61M
4
RHI icon
Robert Half
RHI
+$1.49M
5
MCK icon
McKesson
MCK
+$928K

Top Sells

1 +$18.2M
2 +$9.67M
3 +$4.47M
4
PWR icon
Quanta Services
PWR
+$4.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.73M

Sector Composition

1 Financials 29.44%
2 Industrials 25.07%
3 Consumer Discretionary 11.56%
4 Communication Services 8.14%
5 Technology 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-182,470
127
-455,845