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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
451
$5.44M 0.02%
52,634
+35,269
452
$5.44M 0.02%
91,052
-10,193
453
$5.44M 0.02%
635,847
-39,402
454
$5.42M 0.02%
105,155
+70,857
455
$5.4M 0.02%
247,340
-5,039
456
$5.38M 0.02%
81,633
+62,389
457
$5.35M 0.02%
70,542
+1,102
458
$5.34M 0.02%
466,941
-4,503
459
$5.32M 0.02%
8,645
+703
460
$5.28M 0.02%
78,777
+9,674
461
$5.26M 0.02%
177,816
-7,385
462
$5.2M 0.02%
56,837
+44,592
463
$5.19M 0.02%
23,017
+19,169
464
$5.19M 0.02%
74,358
-16,208
465
$5.15M 0.02%
138,001
-3,450
466
$5.09M 0.02%
34,499
-9,789
467
$4.98M 0.02%
36,415
+5,205
468
$4.95M 0.02%
39,038
-6,475
469
$4.93M 0.02%
345,759
+134,989
470
$4.92M 0.02%
49,054
+77
471
$4.9M 0.02%
199,263
+19,481
472
$4.86M 0.02%
+200,209
473
$4.86M 0.02%
85,634
-71,480
474
$4.78M 0.02%
2,046
+1,953
475
$4.75M 0.02%
56,806
-32,653
17 18
19
20 21