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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
351
$8.55M 0.03%
246,595
-7,628
352
$8.52M 0.03%
972,322
-68,224
353
$8.5M 0.03%
1,058
+410
354
$8.48M 0.03%
201,633
+102,286
355
$8.46M 0.03%
115,246
+501
356
$8.41M 0.03%
24,347
-202
357
$8.35M 0.03%
37,591
+375
358
$8.34M 0.03%
93,013
+2,379
359
$8.34M 0.03%
356,776
-19,267
360
$8.33M 0.03%
83,096
+363
361
$8.3M 0.03%
100,540
-195
362
$8.29M 0.03%
87,473
-10,747
363
$8.28M 0.03%
120,784
-2,159
364
$8.19M 0.03%
50,338
-10,889
365
$7.97M 0.03%
158,027
-4,300
366
$7.94M 0.03%
58,403
+10,326
367
$7.93M 0.03%
22,686
-987
368
$7.84M 0.03%
36,226
+1,983
369
$7.81M 0.03%
93,439
+33,686
370
$7.71M 0.03%
168,720
-23,189
371
$7.68M 0.03%
199,243
+348
372
$7.68M 0.03%
58,535
-14,546
373
$7.61M 0.03%
57,560
-292
374
$7.59M 0.03%
74,830
+72,064
375
$7.58M 0.03%
70,308
+5,934
13 14
15
16 17