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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
326
$10.3M 0.04%
72,904
+4,592
327
$10.2M 0.04%
266,564
-12,230
328
$10.2M 0.04%
361,053
-6,680
329
$10.2M 0.04%
138,664
-48,096
330
$10.2M 0.04%
129,479
+35,428
331
$9.96M 0.04%
209,171
+42,410
332
$9.77M 0.04%
60,354
-1,696
333
$9.77M 0.04%
232,878
-82,464
334
$9.74M 0.04%
+108,965
335
$9.69M 0.04%
92,696
+6,592
336
$9.62M 0.04%
139,506
+31
337
$9.58M 0.04%
233,241
-2,911
338
$9.57M 0.04%
176,661
-1,058
339
$9.57M 0.04%
468,690
+7,129
340
$9.54M 0.04%
98,299
+2,972
341
$9.43M 0.04%
83,525
+2,089
342
$9.41M 0.04%
72,157
+68,016
343
$9.29M 0.04%
1,018,968
+78,829
344
$9.14M 0.04%
64,473
-4,755
345
$9.02M 0.04%
26,022
+476
346
$8.96M 0.04%
91,636
+18,227
347
$8.89M 0.03%
171,071
+201
348
$8.88M 0.03%
40,284
+1,121
349
$8.69M 0.03%
121,817
+26,030
350
$8.59M 0.03%
170,956
+8,998
12 13
14
15 16