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Kovitz Investment Group Partners

Kovitz Investment Group Partners Portfolio holdings

AUM $4.31B
1-Year Est. Return 20.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.6B
AUM Growth
+$2.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,482
New
Increased
Reduced
Closed

Top Buys

1
+$175M
2
+$120M
3
+$96.5M
4
FISV
Fiserv Inc
FISV
+$80.8M
5
WAT icon
Waters Corp
WAT
+$80M

Top Sells

1
+$156M
2
+$77.1M
3
+$43.5M
4
PPG icon
PPG Industries
PPG
+$41.6M
5
J icon
Jacobs Solutions
J
+$36.8M

Sector Composition

1 Technology 21.49%
2 Financials 11.04%
3 Industrials 9.18%
4 Healthcare 6.45%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18.6M 0.07%
252,256
+16,212
227
$18.6M 0.07%
134,740
-1,867
228
$18.4M 0.07%
72,463
-14,313
229
$18.3M 0.07%
420,448
+10,830
230
$18.1M 0.07%
335,995
+27,948
231
$18.1M 0.07%
2,323,938
-423,020
232
$18M 0.07%
356,111
+5,084
233
$17.8M 0.07%
529,673
+41,814
234
$17.7M 0.07%
75,202
-3,286
235
$17.7M 0.07%
58,864
+2,778
236
$17.4M 0.07%
73,649
+4,477
237
$17.1M 0.07%
88,975
+2,947
238
$17M 0.07%
178,237
+69,815
239
$16.9M 0.07%
410,285
-5,733
240
$16.7M 0.07%
797,177
-5,580
241
$16.7M 0.07%
392,648
+152,591
242
$16.6M 0.06%
362,975
-7,300
243
$16.6M 0.06%
75,084
-4,334
244
$16.5M 0.06%
288,183
+4,863
245
$16.2M 0.06%
87,915
-665
246
$16M 0.06%
874,693
+40,770
247
$15.8M 0.06%
142,815
+6,271
248
$15.7M 0.06%
232,919
+35,640
249
$15.7M 0.06%
205,354
-10,399
250
$15.7M 0.06%
51,582
-22,761
8 9
10
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