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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
401
$6.76M 0.03%
58,281
-17,574
402
$6.75M 0.03%
198,450
-4,931
403
$6.69M 0.03%
110,096
+2,884
404
$6.68M 0.03%
1,357,667
-118,480
405
$6.68M 0.03%
318,112
-52,137
406
$6.66M 0.03%
30,877
+5,208
407
$6.65M 0.03%
43,747
+596
408
$6.62M 0.03%
67,192
+2,803
409
$6.61M 0.03%
53,413
+2,818
410
$6.56M 0.03%
127,146
+71,565
411
$6.52M 0.03%
100,221
+4,968
412
$6.5M 0.03%
29,930
-4,475
413
$6.44M 0.03%
138,265
+5,751
414
$6.39M 0.02%
+704,530
415
$6.37M 0.02%
83,598
+3,423
416
$6.36M 0.02%
89,595
+23,632
417
$6.34M 0.02%
10,404
-128
418
$6.33M 0.02%
95,341
-10,319
419
$6.28M 0.02%
128,917
-4,933
420
$6.27M 0.02%
77,297
+1,376
421
$6.26M 0.02%
165,119
+610
422
$6.26M 0.02%
56,011
-8,487
423
$6.24M 0.02%
72,955
+1,908
424
$6.22M 0.02%
78,778
-1,364
425
$6.18M 0.02%
675,170
+253,527
15 16
17
18 19