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
$2.51B
AUM Growth
+$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$24.5M
3
+$21.5M
4
SCHW icon
Charles Schwab
SCHW
+$20.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$18.5M

Top Sells

1
+$70.5M
2
+$36M
3
+$8.32M
4
HAL icon
Halliburton
HAL
+$6.03M
5
WBA
Walgreens Boots Alliance
WBA
+$5M

Sector Composition

1 Financials 22.92%
2 Industrials 20.28%
3 Consumer Discretionary 15.31%
4 Communication Services 12.39%
5 Technology 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$894K 0.04%
+20,751
202
$892K 0.04%
38,645
-10,975
203
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204
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205
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206
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207
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208
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209
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211
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214
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215
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216
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218
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219
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221
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10,150
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222
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223
$534K 0.02%
53,450
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224
$527K 0.02%
4,846
-150
225
$514K 0.02%
6,175
-325
7 8
9
10 11