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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
276
$13.4M 0.05%
39,230
+8,874
277
$13.2M 0.05%
119,028
+106
278
$13.2M 0.05%
139,211
+17,360
279
$13.1M 0.05%
330,755
-9,335
280
$13M 0.05%
208,915
-1,579
281
$13M 0.05%
133,847
-1,761
282
$12.8M 0.05%
92,706
+11,214
283
$12.8M 0.05%
291,828
-5,661
284
$12.8M 0.05%
40,303
+3,057
285
$12.8M 0.05%
244,411
-1,303
286
$12.7M 0.05%
281,260
-3,488
287
$12.7M 0.05%
234,486
+8,139
288
$12.6M 0.05%
42,887
+3,178
289
$12.6M 0.05%
111,162
-35,078
290
$12.4M 0.05%
340,512
-101,951
291
$12.4M 0.05%
224,199
+130,166
292
$12.4M 0.05%
38,803
-148
293
$12.4M 0.05%
86,808
+369
294
$12.3M 0.05%
44,059
-883
295
$12.3M 0.05%
201,182
-9,951
296
$12.2M 0.05%
728,757
-62,346
297
$12.1M 0.05%
68,394
-744
298
$12M 0.05%
107,854
+18,635
299
$11.9M 0.05%
88,109
+13,480
300
$11.8M 0.05%
190,706
-306,977
10 11
12
13 14