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
$2.51B
AUM Growth
+$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$24.5M
3
+$21.5M
4
SCHW icon
Charles Schwab
SCHW
+$20.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$18.5M

Top Sells

1
+$70.5M
2
+$36M
3
+$8.32M
4
HAL icon
Halliburton
HAL
+$6.03M
5
WBA
Walgreens Boots Alliance
WBA
+$5M

Sector Composition

1 Financials 22.92%
2 Industrials 20.28%
3 Consumer Discretionary 15.31%
4 Communication Services 12.39%
5 Technology 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.48M 0.1%
+120,331
127
$2.47M 0.1%
+168,787
128
$2.47M 0.1%
+46,440
129
$2.43M 0.1%
+94,643
130
$2.39M 0.09%
+226,669
131
$2.39M 0.09%
+26,233
132
$2.37M 0.09%
645,481
-30,470
133
$2.36M 0.09%
+93,704
134
$2.34M 0.09%
+85,225
135
$2.28M 0.09%
46,204
+30,180
136
$2.25M 0.09%
+147,674
137
$2.22M 0.09%
+47,253
138
$2.18M 0.09%
19,765
-1,127
139
$2.17M 0.09%
50,020
-2,460
140
$2.17M 0.09%
+87,929
141
$2.17M 0.09%
+135,958
142
$2.09M 0.08%
477,590
-18,037
143
$2.05M 0.08%
16,094
+2,331
144
$2.01M 0.08%
44,185
-1,085
145
$2M 0.08%
92,891
+84,767
146
$2M 0.08%
+19,256
147
$2M 0.08%
+50,356
148
$1.99M 0.08%
+91,186
149
$1.9M 0.08%
152,763
-3,365
150
$1.85M 0.07%
119,167
-28,973
4 5
6
7 8