Kovitz Investment Group Partners

Kovitz Investment Group Partners Portfolio holdings

AUM $4.52B
1-Year Est. Return 21.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.71B
AUM Growth
+$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$30.4M
2 +$19.1M
3 +$18.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.05M
5
M icon
Macy's
M
+$2.17M

Top Sells

1 +$45M
2 +$42.5M
3 +$26.6M
4
J icon
Jacobs Solutions
J
+$19.4M
5
AIG icon
American International
AIG
+$7.33M

Sector Composition

1 Financials 31.35%
2 Industrials 24.95%
3 Consumer Discretionary 9.84%
4 Communication Services 8.66%
5 Healthcare 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-326,596
127
-123,539