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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
601
$2.49M 0.01%
+10,953
602
$2.48M 0.01%
32,767
+2,840
603
$2.47M 0.01%
82,258
-1,485
604
$2.46M 0.01%
46,022
-547
605
$2.44M 0.01%
30,188
+2,691
606
$2.41M 0.01%
38,692
-2,347
607
$2.4M 0.01%
45,115
-52,276
608
$2.39M 0.01%
31,071
+7,187
609
$2.39M 0.01%
199,654
+17,385
610
$2.38M 0.01%
28,591
+1,660
611
$2.36M 0.01%
28,112
+1,343
612
$2.36M 0.01%
+28,979
613
$2.35M 0.01%
13,628
-764
614
$2.34M 0.01%
26,508
+1,416
615
$2.34M 0.01%
72,622
-5,384
616
$2.34M 0.01%
34,324
-118
617
$2.33M 0.01%
178,375
+10,656
618
$2.32M 0.01%
23,343
-648
619
$2.31M 0.01%
4,638
-243
620
$2.31M 0.01%
19,576
+3,374
621
$2.3M 0.01%
14,186
-609
622
$2.3M 0.01%
38,596
-1,793
623
$2.3M 0.01%
47,991
-48,927
624
$2.3M 0.01%
238,543
+50,066
625
$2.29M 0.01%
51,062
+14,894
23 24
25
26 27