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
$3.42B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$47.7M
2
+$34M
3
+$24M
4
PARA
Paramount Global Class B
PARA
+$14.7M
5
GDDY icon
GoDaddy
GDDY
+$11.3M

Top Sells

1
+$47.8M
2
+$23.8M
3
+$17.8M
4
HAL icon
Halliburton
HAL
+$9.21M
5
MRVL icon
Marvell Technology
MRVL
+$7.41M

Sector Composition

1 Financials 20.82%
2 Consumer Discretionary 15.09%
3 Industrials 14.18%
4 Technology 12.99%
5 Communication Services 12.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.48M 0.07%
45,940
-105
177
$2.48M 0.07%
122,336
-420
178
$2.42M 0.07%
25,802
+3,685
179
$2.39M 0.07%
49,964
-288
180
$2.39M 0.07%
12,741
+1,519
181
$2.39M 0.07%
36,763
-126
182
$2.38M 0.07%
82,154
-2,264
183
$2.33M 0.07%
45,894
-1,087
184
$2.3M 0.07%
7,610
+378
185
$2.27M 0.07%
105,037
-23,272
186
$2.27M 0.07%
+36,053
187
$2.25M 0.07%
114,130
-53,741
188
$2.15M 0.06%
42,013
-2,966
189
$2.12M 0.06%
22,084
-170
190
$2.12M 0.06%
30,775
-225
191
$2.1M 0.06%
11,096
+6,012
192
$2.1M 0.06%
16,410
+695
193
$2.08M 0.06%
95,336
-3,346
194
$2.08M 0.06%
63,460
+3,415
195
$2.04M 0.06%
141,929
196
$2.02M 0.06%
138,374
-280
197
$2M 0.06%
17,092
-203,266
198
$1.95M 0.06%
147,890
199
$1.95M 0.06%
45,373
-3,783
200
$1.89M 0.05%
16,992
-10,428
6 7
8
9 10