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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
751
$1.39M 0.01%
131,934
-21,794
752
$1.39M 0.01%
5,352
+371
753
$1.39M 0.01%
71,329
+33,398
754
$1.38M 0.01%
26,444
+916
755
$1.38M 0.01%
14,467
-827
756
$1.38M 0.01%
2,520
+720
757
$1.37M 0.01%
+80,172
758
$1.35M 0.01%
5,177
+2,397
759
$1.35M 0.01%
51,760
-1,522
760
$1.34M 0.01%
+11,950
761
$1.34M 0.01%
40,787
-1,998
762
$1.32M 0.01%
49,444
+16,627
763
$1.32M 0.01%
47,720
+18
764
$1.32M 0.01%
+58,144
765
$1.32M 0.01%
113,425
+7,435
766
$1.31M 0.01%
19,200
+25
767
$1.31M 0.01%
81,343
+62,202
768
$1.31M 0.01%
+59,339
769
$1.3M 0.01%
22,453
-902
770
$1.3M 0.01%
44,058
+1,546
771
$1.3M 0.01%
75,064
+24,137
772
$1.29M 0.01%
62,202
-6,588
773
$1.29M 0.01%
4,112
-599
774
$1.28M 0.01%
25,595
+657
775
$1.28M 0.01%
81,620
-6,290
29 30
31
32 33