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
201
$1.79M 0.05%
10,738
-25,550
202
$1.76M 0.05%
42,802
+238
203
$1.75M 0.05%
20,091
-4,910
204
$1.73M 0.05%
4,881
-143
205
$1.73M 0.05%
184,656
+110,083
206
$1.69M 0.05%
48,759
-2,845
207
$1.67M 0.05%
27,085
-425
208
$1.64M 0.05%
83,890
+1,606
209
$1.58M 0.04%
18,234
-1,170
210
$1.57M 0.04%
+28,682
211
$1.56M 0.04%
87,739
-6,627
212
$1.56M 0.04%
12,508
-6,835
213
$1.54M 0.04%
33,280
-19,974
214
$1.52M 0.04%
15,528
-925
215
$1.51M 0.04%
21,828
-80
216
$1.5M 0.04%
200,306
-5,617
217
$1.47M 0.04%
191,969
-26,952
218
$1.44M 0.04%
41,837
219
$1.43M 0.04%
17,972
+2
220
$1.43M 0.04%
7,586
-413
221
$1.39M 0.04%
15,740
-469
222
$1.39M 0.04%
116,351
+396
223
$1.37M 0.04%
49,000
224
$1.37M 0.04%
33,175
-580
225
$1.35M 0.04%
14,450
7 8
9
10 11