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
$5.01B
AUM Growth
-$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$20.7M
3
+$7.7M
4
ADSK icon
Autodesk
ADSK
+$7.65M
5
CAT icon
Caterpillar
CAT
+$5.58M

Top Sells

1
+$39M
2
+$27.5M
3
+$24.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.69M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$4.17M

Sector Composition

1 Technology 20.84%
2 Financials 20.69%
3 Consumer Discretionary 16.49%
4 Communication Services 14.73%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.84M 0.08%
19,585
-7,782
177
$3.84M 0.08%
18,092
+1,227
178
$3.81M 0.08%
181,912
+13,382
179
$3.62M 0.07%
51,919
-40,030
180
$3.61M 0.07%
72,965
+9,635
181
$3.6M 0.07%
+43,116
182
$3.6M 0.07%
28,646
-2,030
183
$3.56M 0.07%
201,765
+1,119
184
$3.42M 0.07%
55,444
+11,900
185
$3.36M 0.07%
17,483
-137
186
$3.29M 0.07%
8
187
$3.26M 0.07%
50,354
+232
188
$3.23M 0.06%
87,179
-495
189
$3.22M 0.06%
20,888
-8,864
190
$3.21M 0.06%
34,051
+673
191
$3.13M 0.06%
57,671
-11,867
192
$3.08M 0.06%
173,893
-2,068
193
$3.08M 0.06%
81,946
-7,405
194
$3.07M 0.06%
11,790
-1,343
195
$3.03M 0.06%
23,797
-194
196
$3.03M 0.06%
44,939
+271
197
$2.98M 0.06%
26,948
-56
198
$2.92M 0.06%
21,947
+25
199
$2.9M 0.06%
71,810
-6,746
200
$2.81M 0.06%
46,135
6 7
8
9 10