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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
476
$4.75M 0.02%
83,103
-557
477
$4.69M 0.02%
55,452
-78,386
478
$4.69M 0.02%
70,128
-67,537
479
$4.66M 0.02%
6,672
-1,137
480
$4.63M 0.02%
56,779
+12,285
481
$4.6M 0.02%
47,667
-1,246
482
$4.57M 0.02%
36,889
+9,898
483
$4.54M 0.02%
14,703
+642
484
$4.53M 0.02%
111,525
+12,437
485
$4.48M 0.02%
20,981
+2,127
486
$4.46M 0.02%
115,621
-1,124
487
$4.4M 0.02%
30,221
-1,347
488
$4.38M 0.02%
85,795
+38,759
489
$4.35M 0.02%
93,198
-2,251
490
$4.34M 0.02%
45,009
+36,425
491
$4.33M 0.02%
43,652
-453
492
$4.31M 0.02%
43,151
+1,856
493
$4.24M 0.02%
29,624
-12,495
494
$4.22M 0.02%
16,131
+634
495
$4.17M 0.02%
83,408
+1,736
496
$4.14M 0.02%
177,910
+44,555
497
$4.13M 0.02%
4,269
-1,426
498
$4.13M 0.02%
64,266
+6,439
499
$4.12M 0.02%
220,336
-15,316
500
$4.12M 0.02%
70,098
-3,291
18 19
20
21 22