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
$3.56B
AUM Growth
+$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$22.4M
3
+$21.6M
4
BX icon
Blackstone
BX
+$19.1M
5
AMZN icon
Amazon
AMZN
+$18.4M

Top Sells

1
+$32M
2
+$27M
3
+$20.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$19.9M
5
BKNG icon
Booking.com
BKNG
+$18.4M

Sector Composition

1 Financials 18.33%
2 Technology 17.64%
3 Consumer Discretionary 15.9%
4 Communication Services 14.99%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.04M 0.11%
70,281
+22,125
127
$3.98M 0.11%
28,715
+17,412
128
$3.93M 0.11%
19,279
+11
129
$3.92M 0.11%
6,962
-123
130
$3.81M 0.11%
73,209
-5,405
131
$3.79M 0.11%
110,721
-834
132
$3.77M 0.11%
98,693
-437
133
$3.76M 0.11%
97,932
+45
134
$3.75M 0.1%
33,950
+1,010
135
$3.72M 0.1%
296,520
-6,793
136
$3.72M 0.1%
15,398
+1,037
137
$3.7M 0.1%
33,240
-2,020
138
$3.67M 0.1%
11,786
+3,893
139
$3.66M 0.1%
57,739
-3,775
140
$3.6M 0.1%
96,901
-248
141
$3.57M 0.1%
37,280
+7,960
142
$3.57M 0.1%
11,598
143
$3.56M 0.1%
198,827
+626
144
$3.52M 0.1%
204,945
+10,446
145
$3.47M 0.1%
101,099
-50,695
146
$3.45M 0.1%
23,463
-914
147
$3.45M 0.1%
+33,707
148
$3.41M 0.1%
158,588
-841
149
$3.41M 0.1%
14,529
-5,341
150
$3.2M 0.09%
28,933
-796
4 5
6
7 8