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
$2.33M
AUM Growth
-$2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1 +$39.6K
2 +$28.2K
3 +$27.6K
4
PARA
Paramount Global Class B
PARA
+$20.5K
5
KMX icon
CarMax
KMX
+$6.18K

Sector Composition

1 Financials 25.89%
2 Industrials 23.48%
3 Consumer Discretionary 19.09%
4 Communication Services 8.73%
5 Technology 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
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24,300
128
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2,593