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
$2.07B
AUM Growth
+$2.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$42.6M
3
+$37.6M
4
HSIC icon
Henry Schein
HSIC
+$23.5M
5
PARA
Paramount Global Class B
PARA
+$21.8M

Top Sells

1
+$27.7M
2
+$20.8M
3
+$15.1M
4
VMI icon
Valmont Industries
VMI
+$13.5M
5
BK icon
Bank of New York Mellon
BK
+$13.3M

Sector Composition

1 Financials 27.14%
2 Industrials 23.97%
3 Communication Services 12.46%
4 Consumer Discretionary 9.7%
5 Technology 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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