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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
576
$2.74M 0.01%
8,845
-3,899
577
$2.69M 0.01%
7,648
-23
578
$2.68M 0.01%
24,357
-723
579
$2.68M 0.01%
105,078
+35,219
580
$2.67M 0.01%
59,086
+127
581
$2.67M 0.01%
104,008
+34,956
582
$2.65M 0.01%
17,848
+2,736
583
$2.65M 0.01%
33,093
-3,861
584
$2.64M 0.01%
+48,815
585
$2.62M 0.01%
32,994
-1,162
586
$2.6M 0.01%
9,089
-413
587
$2.58M 0.01%
18,232
+182
588
$2.57M 0.01%
60,944
-13,751
589
$2.55M 0.01%
2,070
-86
590
$2.55M 0.01%
9,953
+966
591
$2.55M 0.01%
95,761
-1,154
592
$2.55M 0.01%
11,760
+9,470
593
$2.54M 0.01%
32,679
+1,504
594
$2.53M 0.01%
62,625
-842
595
$2.52M 0.01%
103,686
-32,212
596
$2.51M 0.01%
23,492
-1,634
597
$2.51M 0.01%
15,013
+4
598
$2.5M 0.01%
1,900
-221
599
$2.5M 0.01%
21,864
-578
600
$2.5M 0.01%
160,263
-24,928
22 23
24
25 26