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
776
$1.12M ﹤0.01%
18,991
-1,089
777
$1.12M ﹤0.01%
39,041
+4,152
778
$1.12M ﹤0.01%
5,307
+126
779
$1.12M ﹤0.01%
24,938
+511
780
$1.11M ﹤0.01%
11,060
+3,569
781
$1.09M ﹤0.01%
37,683
-1,041
782
$1.08M ﹤0.01%
8,415
+720
783
$1.08M ﹤0.01%
7,880
+1,824
784
$1.08M ﹤0.01%
+34,311
785
$1.08M ﹤0.01%
15,424
+3,532
786
$1.07M ﹤0.01%
25,853
-3,493
787
$1.07M ﹤0.01%
16,719
+146
788
$1.07M ﹤0.01%
5,833
-148
789
$1.07M ﹤0.01%
71,971
-13,555
790
$1.07M ﹤0.01%
2,911
+294
791
$1.06M ﹤0.01%
+70,715
792
$1.06M ﹤0.01%
15,446
+646
793
$1.06M ﹤0.01%
5,580
-977
794
$1.05M ﹤0.01%
5,798
+272
795
$1.05M ﹤0.01%
6,449
+3,826
796
$1.05M ﹤0.01%
18,798
+1,729
797
$1.04M ﹤0.01%
12,154
-36
798
$1.04M ﹤0.01%
9,332
-188
799
$1.04M ﹤0.01%
+7,494
800
$1.03M ﹤0.01%
1,870
+523
30 31
32
33 34