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
826
$880K ﹤0.01%
4,202
-19
827
$878K ﹤0.01%
32,817
+12,297
828
$874K ﹤0.01%
5,291
+658
829
$871K ﹤0.01%
16,451
+281
830
$861K ﹤0.01%
7,831
+2
831
$861K ﹤0.01%
3,848
-76
832
$858K ﹤0.01%
7,137
-79
833
$858K ﹤0.01%
9,631
+1,724
834
$857K ﹤0.01%
+68,561
835
$854K ﹤0.01%
50,927
+2,346
836
$853K ﹤0.01%
6,690
+1,111
837
$847K ﹤0.01%
+65,218
838
$845K ﹤0.01%
21,994
-1,292
839
$844K ﹤0.01%
+9,171
840
$842K ﹤0.01%
1,800
+452
841
$842K ﹤0.01%
19,096
-379
842
$840K ﹤0.01%
166,413
+4,073
843
$840K ﹤0.01%
7,172
+4
844
$839K ﹤0.01%
8,729
-242
845
$832K ﹤0.01%
48,940
-2,792
846
$823K ﹤0.01%
5,334
+18
847
$804K ﹤0.01%
+15,345
848
$801K ﹤0.01%
18,364
+11,414
849
$798K ﹤0.01%
3,092
+155
850
$783K ﹤0.01%
+15,698
32 33
34
35 36