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
551
$3.04M 0.01%
64,727
-70,639
552
$3.03M 0.01%
104,413
-280
553
$3.02M 0.01%
329,551
-4,077
554
$3M 0.01%
32,076
-35,000
555
$2.99M 0.01%
18,432
+15,586
556
$2.97M 0.01%
35,055
+28,558
557
$2.97M 0.01%
155,009
+32,549
558
$2.96M 0.01%
68,859
+38,903
559
$2.95M 0.01%
177,639
+1,831
560
$2.93M 0.01%
256,945
-6,059
561
$2.91M 0.01%
39,105
+24,517
562
$2.91M 0.01%
58,168
-1,146
563
$2.91M 0.01%
58,370
-116,234
564
$2.91M 0.01%
39,866
+1,520
565
$2.9M 0.01%
32,668
-659
566
$2.88M 0.01%
20,627
-1,419
567
$2.88M 0.01%
103,251
+1,840
568
$2.86M 0.01%
22,715
+1,064
569
$2.83M 0.01%
135,377
+5,831
570
$2.82M 0.01%
57,022
+17,232
571
$2.79M 0.01%
36,343
+16,847
572
$2.79M 0.01%
31,059
-2,214
573
$2.78M 0.01%
28,762
-1,620
574
$2.77M 0.01%
201,993
+15,241
575
$2.76M 0.01%
52,601
-2,450
21 22
23
24 25