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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
376
$7.57M 0.03%
89,635
-398
377
$7.55M 0.03%
15,510
-2,712
378
$7.54M 0.03%
79,022
-32,743
379
$7.54M 0.03%
11,794
-2,199
380
$7.51M 0.03%
91,259
-651
381
$7.47M 0.03%
146,248
+18,206
382
$7.43M 0.03%
11,784
-233
383
$7.42M 0.03%
89,080
+3,015
384
$7.38M 0.03%
46,333
-244
385
$7.37M 0.03%
299,964
-6,302
386
$7.36M 0.03%
58,441
+5,609
387
$7.35M 0.03%
110,438
-45,652
388
$7.34M 0.03%
58,661
-1,514
389
$7.33M 0.03%
16,388
+1,661
390
$7.28M 0.03%
196,080
-23,080
391
$7.19M 0.03%
189,188
-1,916
392
$7.13M 0.03%
113,977
-5,194
393
$7.11M 0.03%
651,980
-25,574
394
$7.1M 0.03%
20,506
-10,395
395
$7.05M 0.03%
23,084
-4,306
396
$7.03M 0.03%
25,857
+546
397
$7M 0.03%
137,240
+13,073
398
$6.79M 0.03%
89,980
-4,080
399
$6.77M 0.03%
40,466
-14,468
400
$6.76M 0.03%
332,694
+162,554
14 15
16
17 18