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
$1.87B
AUM Growth
+$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1 +$9.66M
2 +$8.95M
3 +$6.23M
4
HOG icon
Harley-Davidson
HOG
+$5.94M
5
PWR icon
Quanta Services
PWR
+$4.15M

Top Sells

1 +$20.5M
2 +$10.7M
3 +$4.49M
4
JEF icon
Jefferies Financial Group
JEF
+$1.86M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.61M

Sector Composition

1 Financials 32.29%
2 Industrials 25.34%
3 Consumer Discretionary 9.49%
4 Communication Services 9.13%
5 Technology 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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0
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-2,250