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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
251
$15.7M 0.06%
14,518
+655
252
$15.7M 0.06%
77,667
+4,899
253
$15.4M 0.06%
210,824
-106,342
254
$15.4M 0.06%
56,310
-3,428
255
$15.3M 0.06%
481,236
-583
256
$15.1M 0.06%
497,285
-61,283
257
$15M 0.06%
329,274
+15,235
258
$15M 0.06%
349,585
+108,963
259
$14.5M 0.06%
34,090
-12,039
260
$14.4M 0.06%
159,632
+3,754
261
$14.3M 0.06%
486,182
+25,145
262
$14.2M 0.06%
38,413
+1,690
263
$14.2M 0.06%
29,790
-441
264
$14.1M 0.06%
117,862
+3,228
265
$14.1M 0.06%
308,820
+3,267
266
$14M 0.05%
443,333
+12,841
267
$13.9M 0.05%
42,972
+5,630
268
$13.8M 0.05%
16,774
-1,888
269
$13.7M 0.05%
537,002
+40,030
270
$13.6M 0.05%
169,872
-2,082
271
$13.6M 0.05%
1,044,538
-63,828
272
$13.6M 0.05%
172,583
+10,956
273
$13.5M 0.05%
302,482
+29,075
274
$13.5M 0.05%
265,981
-91,998
275
$13.4M 0.05%
310,793
+117,539
9 10
11
12 13