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
726
$1.34M 0.01%
11,761
-563
727
$1.34M 0.01%
41,953
+7,292
728
$1.34M 0.01%
27,009
-1,288
729
$1.33M 0.01%
14,148
-17,042
730
$1.33M 0.01%
125,998
+82,767
731
$1.32M 0.01%
9,767
-586
732
$1.3M 0.01%
27,929
-135
733
$1.3M 0.01%
20,237
+1,886
734
$1.3M 0.01%
69,357
+361
735
$1.3M 0.01%
+51,140
736
$1.3M 0.01%
8,688
-99
737
$1.29M 0.01%
19,285
+1,118
738
$1.29M 0.01%
707
-61
739
$1.28M 0.01%
68,790
-838
740
$1.28M 0.01%
47,702
-2,293
741
$1.27M 0.01%
23,355
-162
742
$1.26M 0.01%
23,531
-67
743
$1.26M 0.01%
22,290
+6,036
744
$1.25M 0.01%
78,990
+577
745
$1.25M 0.01%
8,685
-2,606
746
$1.25M 0.01%
3,972
-91
747
$1.24M 0.01%
4,981
+21
748
$1.23M 0.01%
42,785
+2,248
749
$1.23M 0.01%
19,389
+517
750
$1.22M 0.01%
19,175
+20
28 29
30
31 32