Kovitz Investment Group Partners, LLC

CIK Number: 0001665198

30.13B
Market Value
1,063
# of Holdings
7 months
Avg. Holding Period
32.23%
Win Rate
34.39%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 Amazon.com, Inc...
201.33
+0.10% 5.36M +193.87% 1.18B 197.78 3.90%
2 Meta Platforms,...
602.31
-1.42% 1.71M +255.93% 1B 491.41 3.32%
3 Alphabet Inc.
164.05
-1.85% 5.2M +326.91% 989.47M 163.74 3.28%
4 Apple Inc.
223.79
+1.02% 3.52M +50.80% 880.85M 185.63 2.92%
5 The Charles Sch...
79.58
-0.69% 11.01M +354.47% 814.55M 69.94 2.70%

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