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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
651
$2.11M 0.01%
8,100
-36,781
652
$2.09M 0.01%
70,467
-2,331
653
$2.09M 0.01%
27,255
+3,550
654
$2.09M 0.01%
60,549
-7,333
655
$2.08M 0.01%
48,722
-7,495
656
$2.08M 0.01%
7,229
-396
657
$2.08M 0.01%
14,889
+12,587
658
$2.07M 0.01%
23,102
+1,379
659
$2.06M 0.01%
236,513
-74,429
660
$2.06M 0.01%
78,698
-1,050
661
$2.04M 0.01%
2,607
-66
662
$2.03M 0.01%
26,555
+326
663
$2.02M 0.01%
41,256
+978
664
$2.02M 0.01%
14,255
+2,430
665
$2.02M 0.01%
110,600
666
$2M 0.01%
22,016
-212
667
$1.99M 0.01%
8,740
-59
668
$1.99M 0.01%
58,297
+2,903
669
$1.98M 0.01%
84,543
-3,415
670
$1.98M 0.01%
30,291
-140
671
$1.97M 0.01%
36,368
+355
672
$1.97M 0.01%
48,052
+3,043
673
$1.95M 0.01%
11,472
-774
674
$1.95M 0.01%
14,422
+1,954
675
$1.93M 0.01%
6,375
-190
25 26
27
28 29