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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
701
$1.73M 0.01%
7,535
+659
702
$1.72M 0.01%
5,345
+1,595
703
$1.7M 0.01%
23,936
+4,547
704
$1.69M 0.01%
6,642
-6
705
$1.69M 0.01%
82,000
706
$1.68M 0.01%
33,353
+488
707
$1.66M 0.01%
48,890
-2,231
708
$1.66M 0.01%
46,524
-584
709
$1.65M 0.01%
17,398
+13,189
710
$1.65M 0.01%
11,829
-724
711
$1.64M 0.01%
18,827
+9,430
712
$1.64M 0.01%
15,717
-1,002
713
$1.63M 0.01%
+36,868
714
$1.63M 0.01%
38,282
+14,642
715
$1.61M 0.01%
61,951
-648
716
$1.61M 0.01%
122,157
-3,841
717
$1.6M 0.01%
20,622
+3,200
718
$1.6M 0.01%
55,170
-66
719
$1.6M 0.01%
35,481
-63,058
720
$1.59M 0.01%
5,424
-230
721
$1.59M 0.01%
90,869
+15,669
722
$1.59M 0.01%
62,116
+700
723
$1.58M 0.01%
61,795
+10,655
724
$1.54M 0.01%
9,187
-6,630
725
$1.53M 0.01%
2,079
+209
27 28
29
30 31