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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
726
$1.53M 0.01%
8,999
+584
727
$1.52M 0.01%
6,133
-2,462
728
$1.51M 0.01%
1,636
-3
729
$1.51M 0.01%
48,577
-895
730
$1.5M 0.01%
13,985
+624
731
$1.5M 0.01%
15,552
-3,402
732
$1.49M 0.01%
30,045
+3,036
733
$1.49M 0.01%
10,088
+1,037
734
$1.48M 0.01%
11,583
-178
735
$1.48M 0.01%
75,335
+4,620
736
$1.47M 0.01%
28,724
+795
737
$1.46M 0.01%
7,934
-751
738
$1.46M 0.01%
4,934
-54
739
$1.46M 0.01%
59,011
+1,470
740
$1.45M 0.01%
21,437
-488
741
$1.45M 0.01%
23,657
+1,367
742
$1.43M 0.01%
11,138
+1,517
743
$1.43M 0.01%
10,446
-1,329
744
$1.43M 0.01%
22,267
-1,264
745
$1.42M 0.01%
11,411
-1,498
746
$1.41M 0.01%
19,186
-3,658
747
$1.41M 0.01%
20,578
-4,443
748
$1.4M 0.01%
17,251
+428
749
$1.4M 0.01%
48,291
+4,143
750
$1.39M 0.01%
9,579
-188
28 29
30
31 32