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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
301
$11.7M 0.05%
19,643
+2,275
302
$11.6M 0.05%
60,176
+4,490
303
$11.6M 0.05%
297,415
-5,677
304
$11.5M 0.05%
140,841
+41,981
305
$11.5M 0.04%
106,814
+10,404
306
$11.5M 0.04%
66,356
+2,507
307
$11.2M 0.04%
395,693
+16,686
308
$11.2M 0.04%
107,870
+5,938
309
$11.1M 0.04%
54,586
+8,945
310
$11.1M 0.04%
433,668
+164,613
311
$11M 0.04%
116,107
-7,807
312
$11M 0.04%
58,597
+7,931
313
$10.9M 0.04%
57,293
+54,011
314
$10.9M 0.04%
352,563
+9,144
315
$10.9M 0.04%
192,555
-8,197
316
$10.8M 0.04%
91,420
+35,989
317
$10.6M 0.04%
74,395
+37,651
318
$10.6M 0.04%
68,108
-11,572
319
$10.5M 0.04%
81,029
+40,391
320
$10.5M 0.04%
88,824
+1,285
321
$10.5M 0.04%
129,434
-5,358
322
$10.4M 0.04%
216,090
-18,465
323
$10.4M 0.04%
21,734
+1,521
324
$10.3M 0.04%
606,403
-31,142
325
$10.3M 0.04%
172,699
+1,977
11 12
13
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