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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
626
$2.29M 0.01%
22,915
-8
627
$2.29M 0.01%
62,330
-478
628
$2.29M 0.01%
70,127
+31,086
629
$2.28M 0.01%
54,212
-3,364
630
$2.28M 0.01%
+8,727
631
$2.27M 0.01%
119,314
+28,475
632
$2.27M 0.01%
55,661
-2,678
633
$2.27M 0.01%
34,869
+3,381
634
$2.26M 0.01%
2,371
-83
635
$2.26M 0.01%
64,318
+6,329
636
$2.25M 0.01%
72,287
+30,334
637
$2.25M 0.01%
3,130
+85
638
$2.24M 0.01%
4,535
+426
639
$2.23M 0.01%
+29,471
640
$2.22M 0.01%
8,089
+1,192
641
$2.22M 0.01%
5,255
+1,062
642
$2.21M 0.01%
78,073
+1,753
643
$2.19M 0.01%
29,086
-2,122
644
$2.18M 0.01%
218,487
-96,847
645
$2.18M 0.01%
94,588
-180,102
646
$2.17M 0.01%
+56,328
647
$2.16M 0.01%
14,187
+5
648
$2.14M 0.01%
62,190
+884
649
$2.13M 0.01%
33,458
-899
650
$2.12M 0.01%
270,133
+216,623
24 25
26
27 28