We are live on ! Find out more
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
426
$6.17M 0.02%
177,981
+19,647
427
$6.09M 0.02%
205,542
+119,652
428
$6.04M 0.02%
229,328
+30,449
429
$6M 0.02%
+400,024
430
$5.99M 0.02%
552,446
-59,630
431
$5.98M 0.02%
58,103
-51,807
432
$5.97M 0.02%
265,961
-14,328
433
$5.95M 0.02%
47,242
+2,479
434
$5.91M 0.02%
106,855
+2,778
435
$5.86M 0.02%
86,447
+47,326
436
$5.86M 0.02%
86,591
+667
437
$5.74M 0.02%
124,235
+5,844
438
$5.73M 0.02%
161,299
+46,373
439
$5.73M 0.02%
28,396
-592
440
$5.7M 0.02%
54,228
-373,970
441
$5.68M 0.02%
+131,250
442
$5.67M 0.02%
119,865
-4,635
443
$5.66M 0.02%
19,626
+3,567
444
$5.64M 0.02%
143,914
+52,666
445
$5.6M 0.02%
105,336
+7,046
446
$5.59M 0.02%
326,844
+11,306
447
$5.58M 0.02%
12,022
+290
448
$5.5M 0.02%
129,768
-87
449
$5.46M 0.02%
117,740
-863
450
$5.45M 0.02%
11,913
-47,701
16 17
18
19 20