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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
$5.05B
AUM Growth
+$783M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$39.4M
3
+$36.1M
4
LVS icon
Las Vegas Sands
LVS
+$31.5M
5
AMZN icon
Amazon
AMZN
+$31.2M

Top Sells

1
+$64.9M
2
+$52.8M
3
+$48.8M
4
PWR icon
Quanta Services
PWR
+$32.2M
5
NTRS icon
Northern Trust
NTRS
+$18.9M

Sector Composition

1 Financials 20.79%
2 Technology 20.72%
3 Consumer Discretionary 17.04%
4 Communication Services 14.47%
5 Healthcare 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$201K ﹤0.01%
+3,500
402
$152K ﹤0.01%
232
-198
403
$124K ﹤0.01%
+13,117
404
$111K ﹤0.01%
21,378
+499
405
– –
-10,597
406
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-1,020
407
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-17,001
408
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-2,080
409
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411
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-1,051
412
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-4,529
413
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-7,377
414
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-25,001
415
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-30,000
416
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0
417
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418
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-10,017
420
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421
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-8,001
422
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-9,850
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-1,438
425
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14 15 16
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