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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
801
$1.16M ﹤0.01%
32,536
-4,262
802
$1.16M ﹤0.01%
59,487
+1,564
803
$1.16M ﹤0.01%
9,904
+572
804
$1.16M ﹤0.01%
4,128
+156
805
$1.16M ﹤0.01%
31,648
-689
806
$1.16M ﹤0.01%
19,035
-33,023
807
$1.15M ﹤0.01%
71,733
-6,791
808
$1.15M ﹤0.01%
7,494
809
$1.14M ﹤0.01%
10,829
-16,707
810
$1.13M ﹤0.01%
11,460
+2,289
811
$1.13M ﹤0.01%
8,982
+5,101
812
$1.12M ﹤0.01%
13,475
+2,146
813
$1.12M ﹤0.01%
12,165
+11
814
$1.12M ﹤0.01%
7,362
+672
815
$1.12M ﹤0.01%
+6,982
816
$1.11M ﹤0.01%
123,890
+76,998
817
$1.11M ﹤0.01%
7,037
-1,651
818
$1.11M ﹤0.01%
56,685
+2,529
819
$1.1M ﹤0.01%
3,999
+1,153
820
$1.1M ﹤0.01%
26,736
+16,300
821
$1.1M ﹤0.01%
15,376
-13,564
822
$1.1M ﹤0.01%
42,374
-4,179
823
$1.09M ﹤0.01%
24,573
-3,925
824
$1.09M ﹤0.01%
7,863
-29
825
$1.08M ﹤0.01%
13,420
-1,135
31 32
33
34 35