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
701
$1.53M 0.01%
9,379
-25,549
702
$1.52M 0.01%
45,009
+5,178
703
$1.52M 0.01%
3,750
+825
704
$1.52M 0.01%
8,761
+133
705
$1.5M 0.01%
2,535
+41
706
$1.49M 0.01%
32,865
+1,738
707
$1.48M 0.01%
153,728
-10,014
708
$1.47M 0.01%
105,731
+29,828
709
$1.45M 0.01%
49,472
+5,227
710
$1.45M 0.01%
23,796
+19,058
711
$1.44M 0.01%
25,695
+4,760
712
$1.43M 0.01%
32,337
+8,769
713
$1.41M 0.01%
+144,085
714
$1.41M 0.01%
4,711
+1,198
715
$1.4M 0.01%
17,422
+268
716
$1.4M 0.01%
4,988
-53
717
$1.38M 0.01%
21,925
+869
718
$1.38M 0.01%
109,666
719
$1.38M 0.01%
13,361
-145
720
$1.37M 0.01%
87,910
-802
721
$1.37M 0.01%
26,229
+1,726
722
$1.36M 0.01%
19,496
+1,176
723
$1.36M 0.01%
1,307
-60
724
$1.36M 0.01%
25,528
-146
725
$1.35M 0.01%
16,823
+338
27 28
29
30 31