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
$2B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1 +$39.4M
2 +$19.3M
3 +$5.86M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.22M
5
UHAL icon
U-Haul Holding Co
UHAL
+$1.41M

Top Sells

1 +$8.21M
2 +$7.99M
3 +$6.78M
4
ARDC
Are Dynamic Credit Allocation Fund
ARDC
+$4.14M
5
BK icon
Bank of New York Mellon
BK
+$3.18M

Sector Composition

1 Financials 30.71%
2 Industrials 25.38%
3 Consumer Discretionary 10.99%
4 Communication Services 8.68%
5 Technology 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$205K 0.01%
+4,255
152
-60,940
153
-2,492
154
-12,625
155
-2,295
156
-90,699
157
-500,110
158
0
159
0
160
-11,931
161
-19,500
162
-48,200