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
151
$3.09M 0.1%
40,560
+85
152
$3.07M 0.1%
32,705
-7,580
153
$3.06M 0.1%
24,896
+6,971
154
$3.01M 0.1%
214,479
-8,581
155
$2.95M 0.09%
119,891
-84,096
156
$2.89M 0.09%
167,871
-39,242
157
$2.85M 0.09%
28,694
+1,824
158
$2.85M 0.09%
48,370
+378
159
$2.84M 0.09%
210,009
+87
160
$2.79M 0.09%
27,420
-5,078
161
$2.78M 0.09%
97,366
+2,658
162
$2.77M 0.09%
32,695
-3,523
163
$2.75M 0.09%
16,340
+2,273
164
$2.75M 0.09%
53,090
+720
165
$2.72M 0.09%
71,820
-346
166
$2.71M 0.09%
45,202
+785
167
$2.67M 0.09%
52,947
+3,731
168
$2.65M 0.08%
21,310
-1,841
169
$2.63M 0.08%
128,309
-11,693
170
$2.63M 0.08%
110,447
+1,035
171
$2.61M 0.08%
25,163
-211
172
$2.57M 0.08%
24,574
-1,811
173
$2.56M 0.08%
28,484
-516
174
$2.55M 0.08%
23,365
-8,485
175
$2.54M 0.08%
53,910
-322
5 6
7
8 9