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
176
$2.52M 0.08%
23,626
-6,374
177
$2.51M 0.08%
50,252
+4,025
178
$2.47M 0.08%
16,505
-3,170
179
$2.43M 0.08%
226,324
-4,078
180
$2.43M 0.08%
+25,155
181
$2.39M 0.08%
88,315
+4,795
182
$2.32M 0.07%
53,723
+7,750
183
$2.29M 0.07%
46,045
-4,265
184
$2.21M 0.07%
145,326
-3,284
185
$2.19M 0.07%
93,469
+2,249
186
$2.19M 0.07%
122,756
+2,078
187
$2.18M 0.07%
84,418
+8
188
$2.17M 0.07%
9,996
+307
189
$2.1M 0.07%
36,889
+25,594
190
$2.07M 0.07%
22,254
-1,007
191
$2.05M 0.07%
46,981
-2,629
192
$2.04M 0.07%
31,000
-440
193
$2.04M 0.06%
33,930
-5,545
194
$2.03M 0.06%
+141,929
195
$2M 0.06%
15,715
-616
196
$1.99M 0.06%
26,288
+14,711
197
$1.99M 0.06%
138,654
+1,650
198
$1.93M 0.06%
11,222
+723
199
$1.93M 0.06%
147,890
-650
200
$1.92M 0.06%
50,221
+300
6 7
8
9 10