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
$5.56B
AUM Growth
-$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$6.16M
3
+$5.05M
4
DEO icon
Diageo
DEO
+$4.1M
5
COF icon
Capital One
COF
+$3.49M

Top Sells

1
+$96.9M
2
+$64.6M
3
+$46.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$45.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$39.6M

Sector Composition

1 Technology 17.39%
2 Financials 16.51%
3 Consumer Discretionary 12.24%
4 Communication Services 10.17%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.71M 0.05%
6,204
-1,154
202
$2.71M 0.05%
45,556
-93
203
$2.7M 0.05%
24,454
+34
204
$2.69M 0.05%
128,243
-886
205
$2.67M 0.05%
52,520
+7,242
206
$2.65M 0.05%
152,282
+754
207
$2.62M 0.05%
40,427
-8,439
208
$2.56M 0.05%
22,940
+3,390
209
$2.52M 0.05%
35,317
-144
210
$2.49M 0.04%
73,873
-3,000
211
$2.47M 0.04%
30,483
+5,186
212
$2.42M 0.04%
6,421
-530
213
$2.42M 0.04%
31,856
+6,317
214
$2.4M 0.04%
138,070
-12,578
215
$2.39M 0.04%
12,757
-10,972
216
$2.37M 0.04%
48,004
-3,090
217
$2.36M 0.04%
193,199
-1,652
218
$2.26M 0.04%
13,787
+173
219
$2.26M 0.04%
76,928
-9,838
220
$2.18M 0.04%
175,262
-2,902
221
$2.11M 0.04%
88,050
-30,416
222
$2.09M 0.04%
45,013
+636
223
$2.08M 0.04%
25,520
+6,443
224
$2.07M 0.04%
56,013
-305
225
$2.04M 0.04%
45,193
-989
7 8
9
10 11