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
176
$2.35M 0.07%
+101,252
177
$2.35M 0.07%
76,788
-13,420
178
$2.34M 0.07%
17,497
+126
179
$2.32M 0.06%
96,252
-1,154
180
$2.3M 0.06%
6,814
+1,973
181
$2.29M 0.06%
19,650
182
$2.29M 0.06%
24,306
+30
183
$2.29M 0.06%
+191,903
184
$2.27M 0.06%
201,873
+13,001
185
$2.27M 0.06%
16,728
-629
186
$2.21M 0.06%
43,831
-3,396
187
$2.19M 0.06%
+1,857
188
$2.17M 0.06%
+60,401
189
$2.16M 0.06%
15,247
-1,120
190
$2.16M 0.06%
96,389
+316
191
$2.09M 0.06%
25,205
+11,580
192
$2.09M 0.06%
112,576
-4,412
193
$1.99M 0.06%
100,845
-903
194
$1.95M 0.05%
6,244
-360
195
$1.93M 0.05%
123,760
+25,027
196
$1.93M 0.05%
49,280
-555
197
$1.93M 0.05%
52,505
+17,175
198
$1.87M 0.05%
52,178
-4,155
199
$1.82M 0.05%
30,215
-12,580
200
$1.81M 0.05%
47,606
-5,756
6 7
8
9 10