We are live on ! Find out more
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
826
$1.08M ﹤0.01%
4,385
+1,128
827
$1.08M ﹤0.01%
18,959
-32
828
$1.07M ﹤0.01%
24,869
+2,875
829
$1.07M ﹤0.01%
58,646
-144,213
830
$1.07M ﹤0.01%
34,639
-3,044
831
$1.07M ﹤0.01%
25,294
-559
832
$1.06M ﹤0.01%
16,324
-1,986
833
$1.06M ﹤0.01%
11,543
+1,912
834
$1.05M ﹤0.01%
7,369
+5,536
835
$1.05M ﹤0.01%
+30,607
836
$1.04M ﹤0.01%
23,338
-41,782
837
$1.03M ﹤0.01%
103,544
-27,939
838
$1.03M ﹤0.01%
35,757
+754
839
$1.02M ﹤0.01%
8,516
+1,842
840
$1.02M ﹤0.01%
5,696
-500
841
$1.01M ﹤0.01%
11,277
+2,241
842
$1.01M ﹤0.01%
34,034
+10,187
843
$999K ﹤0.01%
13,851
-1,573
844
$994K ﹤0.01%
20,278
+14,506
845
$989K ﹤0.01%
10,254
+2,435
846
$986K ﹤0.01%
156,438
-31,388
847
$977K ﹤0.01%
298,667
848
$969K ﹤0.01%
9,758
849
$968K ﹤0.01%
8,447
+937
850
$957K ﹤0.01%
2,835
+1,093
32 33
34
35 36