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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
676
$1.93M 0.01%
70,688
-5,659
677
$1.9M 0.01%
10,078
-518
678
$1.9M 0.01%
+732,975
679
$1.9M 0.01%
+151,749
680
$1.9M 0.01%
14,318
+13
681
$1.89M 0.01%
6,358
-159
682
$1.87M 0.01%
26,499
+6,262
683
$1.85M 0.01%
64,128
+6,857
684
$1.85M 0.01%
44,371
-10,566
685
$1.83M 0.01%
+149,911
686
$1.83M 0.01%
92,020
-13,072
687
$1.81M 0.01%
13,922
-838
688
$1.8M 0.01%
26,778
+11,157
689
$1.8M 0.01%
124,735
+19,004
690
$1.8M 0.01%
25,369
+1,573
691
$1.79M 0.01%
5,531
-5,147
692
$1.79M 0.01%
9,060
+299
693
$1.79M 0.01%
15,878
-24,868
694
$1.77M 0.01%
15,557
-678
695
$1.77M 0.01%
20,404
+768
696
$1.76M 0.01%
20,879
-10,740
697
$1.75M 0.01%
101,966
-178,262
698
$1.75M 0.01%
81,183
-13,365
699
$1.75M 0.01%
25,104
-64
700
$1.73M 0.01%
46,241
-4,438
26 27
28
29 30