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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
501
$4.06M 0.02%
162,910
-30,960
502
$4.05M 0.02%
+102,162
503
$4.05M 0.02%
29,210
-4,989
504
$4.02M 0.02%
36,085
+926
505
$3.98M 0.02%
86,001
+79,971
506
$3.95M 0.02%
124,940
+3,797
507
$3.95M 0.02%
8,051
+1,578
508
$3.94M 0.02%
55,429
+1,974
509
$3.92M 0.02%
167,677
-249
510
$3.91M 0.02%
19,975
-351
511
$3.89M 0.02%
142,414
+10,829
512
$3.89M 0.02%
51,025
-2,158
513
$3.87M 0.02%
109,601
-4,338
514
$3.83M 0.02%
31,576
+8,283
515
$3.83M 0.01%
43,713
+34,984
516
$3.81M 0.01%
14,274
+4,325
517
$3.73M 0.01%
107,520
+1,924
518
$3.69M 0.01%
146,623
-1,517
519
$3.68M 0.01%
202,719
+102
520
$3.64M 0.01%
+40,249
521
$3.6M 0.01%
74,348
-7,054
522
$3.6M 0.01%
17,839
-1,935
523
$3.59M 0.01%
360,129
+216,044
524
$3.57M 0.01%
35,459
+1,907
525
$3.54M 0.01%
127,311
+25,020
19 20
21
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