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
$3.13B
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$29.4M
3
+$23.6M
4
GDDY icon
GoDaddy
GDDY
+$21.2M
5
EBAY icon
eBay
EBAY
+$20.5M

Top Sells

1
+$49.5M
2
+$33.9M
3
+$21.6M
4
JPM icon
JPMorgan Chase
JPM
+$21.4M
5
BAC icon
Bank of America
BAC
+$19.5M

Sector Composition

1 Financials 20.26%
2 Industrials 15.89%
3 Consumer Discretionary 15.72%
4 Technology 12.59%
5 Communication Services 12.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.11M 0.13%
57,680
+18,586
127
$4.11M 0.13%
103,774
-1,652
128
$4M 0.13%
27,365
+610
129
$3.94M 0.13%
70,660
-10,738
130
$3.85M 0.12%
47,305
-200
131
$3.83M 0.12%
17,299
-1,690
132
$3.76M 0.12%
184,415
+34,400
133
$3.74M 0.12%
12
134
$3.64M 0.12%
54,170
-1,910
135
$3.64M 0.12%
65,725
-35,317
136
$3.54M 0.11%
68,025
-351
137
$3.53M 0.11%
25,732
-6,404
138
$3.53M 0.11%
168,886
+4,028
139
$3.51M 0.11%
31,730
-3,453
140
$3.49M 0.11%
84,618
-3,304
141
$3.44M 0.11%
194,112
+3,574
142
$3.44M 0.11%
37,660
-2,011
143
$3.43M 0.11%
237,908
-7,947
144
$3.42M 0.11%
28,360
-2,295
145
$3.39M 0.11%
+119,510
146
$3.35M 0.11%
320,881
-21,164
147
$3.26M 0.1%
96,008
+2,802
148
$3.19M 0.1%
29,382
-4,443
149
$3.15M 0.1%
57,958
-1,635
150
$3.11M 0.1%
14,471
-2,993
4 5
6
7 8