Kovitz Investment Group Partners, LLC
CIK Number: 0001665198
30.13B
Market Value
1,064
# of Holdings
7 months
Avg. Holding Period
32.20%
Win Rate
34.39%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc... | 186.57 | +3.31% | 5.36M | +193.87% | 1.18B | 197.78 | 3.90% |
| 2 | META | Meta Platforms,... | 533.27 | +2.50% | 1.71M | +255.93% | 1B | 491.41 | 3.32% |
| 3 | GOOG | Alphabet Inc. | 161.56 | +2.43% | 5.2M | +326.91% | 989.47M | 163.74 | 3.28% |
| 4 | AAPL | Apple Inc. | 208.36 | +1.84% | 3.52M | +50.80% | 880.85M | 185.63 | 2.92% |
| 5 | SCHW | The Charles Sch... | 79.43 | +2.03% | 11.01M | +354.47% | 814.55M | 69.94 | 2.70% |
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