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
151
$3.2M 0.09%
23,750
+736
152
$3.15M 0.09%
95,268
+2,576
153
$3.11M 0.09%
11,591
+4,173
154
$3.1M 0.09%
55,714
-17,150
155
$2.99M 0.08%
69,173
-3,060
156
$2.97M 0.08%
15,079
-3,458
157
$2.92M 0.08%
23,420
-3,110
158
$2.9M 0.08%
26,795
+10,025
159
$2.8M 0.08%
160,245
+39,804
160
$2.79M 0.08%
+16,469
161
$2.7M 0.08%
79,623
-2
162
$2.68M 0.08%
31,182
-2,427
163
$2.67M 0.07%
52,632
-1,855
164
$2.66M 0.07%
44,690
+20,965
165
$2.64M 0.07%
30,483
-1,181
166
$2.62M 0.07%
+18,260
167
$2.56M 0.07%
8
-1
168
$2.5M 0.07%
72,960
-4,879
169
$2.5M 0.07%
53,286
+305
170
$2.48M 0.07%
56,286
-1,777
171
$2.46M 0.07%
23,405
-2,873
172
$2.42M 0.07%
117,920
-7,520
173
$2.41M 0.07%
14,562
+538
174
$2.4M 0.07%
102,122
+5,005
175
$2.36M 0.07%
109,713
-3,292
5 6
7
8 9