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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
776
$1.28M 0.01%
19,146
+3,700
777
$1.27M ﹤0.01%
4,123
-8,374
778
$1.27M ﹤0.01%
24,520
+972
779
$1.27M ﹤0.01%
6,742
+944
780
$1.26M ﹤0.01%
3,871
+361
781
$1.26M ﹤0.01%
10,001
-664
782
$1.26M ﹤0.01%
66,606
-2,751
783
$1.26M ﹤0.01%
47,602
-15,254
784
$1.26M ﹤0.01%
13,511
+2,240
785
$1.26M ﹤0.01%
231,191
+64,778
786
$1.25M ﹤0.01%
81,722
+2,732
787
$1.25M ﹤0.01%
18,458
-827
788
$1.23M ﹤0.01%
10,256
-394
789
$1.22M ﹤0.01%
5,209
-98
790
$1.22M ﹤0.01%
101,666
-8,000
791
$1.21M ﹤0.01%
13,030
+1,186
792
$1.21M ﹤0.01%
32,952
-1,359
793
$1.2M ﹤0.01%
12,887
+21
794
$1.2M ﹤0.01%
11,945
+885
795
$1.19M ﹤0.01%
3,788
+1,487
796
$1.19M ﹤0.01%
2,607
+257
797
$1.19M ﹤0.01%
9,637
-342
798
$1.18M ﹤0.01%
40,591
+16,934
799
$1.18M ﹤0.01%
34,164
-1,257
800
$1.17M ﹤0.01%
2,239
-296
30 31
32
33 34