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
201
$1.92M 0.06%
44,979
+7,526
202
$1.89M 0.06%
22,117
-265
203
$1.86M 0.06%
56,000
-37,565
204
$1.8M 0.06%
35,874
+150
205
$1.8M 0.06%
138,441
-3,479
206
$1.8M 0.06%
84,785
-2,807
207
$1.79M 0.06%
49,156
+4,335
208
$1.74M 0.06%
7,232
+1,575
209
$1.74M 0.06%
8,055
+405
210
$1.73M 0.06%
5,994
-457
211
$1.71M 0.05%
29,360
-3,800
212
$1.65M 0.05%
40,946
-629
213
$1.6M 0.05%
60,045
+15,308
214
$1.54M 0.05%
45,330
-136
215
$1.52M 0.05%
21,554
-306
216
$1.48M 0.05%
22,627
-677
217
$1.47M 0.05%
31,725
+405
218
$1.46M 0.05%
98,682
-3,498
219
$1.45M 0.05%
10,611
-106
220
$1.44M 0.05%
12,702
-1,337
221
$1.43M 0.05%
83,629
-2,058
222
$1.43M 0.05%
7,855
-490
223
$1.43M 0.05%
37,785
+9,720
224
$1.41M 0.04%
53,861
-4,526
225
$1.39M 0.04%
+17,275
7 8
9
10 11