Kovitz Investment Group Partners

Kovitz Investment Group Partners Portfolio holdings

AUM $4.52B
1-Year Est. Return 21.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.4B
AUM Growth
+$3.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$295M
2
+$107M
3
+$86.8M
4
AAPL icon
Apple
AAPL
+$77.4M
5
MSFT icon
Microsoft
MSFT
+$73.7M

Top Sells

1
+$70.7M
2
+$61.1M
3
+$49.8M
4
MSI icon
Motorola Solutions
MSI
+$49.5M
5
SBUX icon
Starbucks
SBUX
+$48.8M

Sector Composition

1 Technology 20.58%
2 Financials 11.66%
3 Industrials 8.07%
4 Consumer Discretionary 6.12%
5 Healthcare 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.82M 0.01%
16,235
+788
652
$1.82M 0.01%
18,954
-1,335
653
$1.81M 0.01%
6,517
-106
654
$1.79M 0.01%
+50,679
655
$1.79M 0.01%
17,365
+518
656
$1.78M 0.01%
23,884
+2,216
657
$1.78M 0.01%
16,202
-2,257
658
$1.77M 0.01%
62,599
+250
659
$1.77M 0.01%
69,859
+26,268
660
$1.77M 0.01%
69,052
+25,928
661
$1.77M 0.01%
14,305
-11
662
$1.77M 0.01%
39,790
-17,908
663
$1.76M 0.01%
+25,021
664
$1.74M 0.01%
15,112
+9,858
665
$1.74M 0.01%
110,600
+7,500
666
$1.74M 0.01%
23,705
-210
667
$1.74M 0.01%
57,541
-2,965
668
$1.73M 0.01%
44,932
+4,253
669
$1.73M 0.01%
15,009
-1,181
670
$1.73M 0.01%
36,168
-226
671
$1.72M 0.01%
34,298
-210,700
672
$1.72M 0.01%
15,267
-5,375
673
$1.72M 0.01%
6,648
+16
674
$1.72M 0.01%
51,121
-6,104
675
$1.71M 0.01%
10,856
-17,918
25 26
27
28 29