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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
526
$3.53M 0.01%
82,873
-22,035
527
$3.49M 0.01%
107,303
-1,599
528
$3.48M 0.01%
381,684
-56,190
529
$3.46M 0.01%
10,706
+358
530
$3.45M 0.01%
92,180
-1,957
531
$3.43M 0.01%
45,662
-73,871
532
$3.42M 0.01%
+61,450
533
$3.34M 0.01%
23,843
-1,035
534
$3.33M 0.01%
154,058
-7,041
535
$3.32M 0.01%
24,910
-2,414
536
$3.32M 0.01%
16,154
+1,796
537
$3.3M 0.01%
81,773
-4,075
538
$3.28M 0.01%
383,414
+42,439
539
$3.27M 0.01%
25,835
+524
540
$3.24M 0.01%
136,931
-5,198
541
$3.23M 0.01%
33,735
-1,797
542
$3.23M 0.01%
16,521
+356
543
$3.21M 0.01%
22,949
+4,628
544
$3.17M 0.01%
12,791
+11,202
545
$3.16M 0.01%
38,744
+46
546
$3.11M 0.01%
14,862
+986
547
$3.09M 0.01%
98,763
-75,870
548
$3.08M 0.01%
+34,609
549
$3.06M 0.01%
42,218
+7,404
550
$3.05M 0.01%
34,581
-10,013
20 21
22
23 24