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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
851
$953K ﹤0.01%
5,016
-5,840
852
$952K ﹤0.01%
3,478
+386
853
$948K ﹤0.01%
15,419
+3,480
854
$948K ﹤0.01%
24,193
-1,056
855
$946K ﹤0.01%
16,795
+344
856
$945K ﹤0.01%
10,579
857
$941K ﹤0.01%
16,784
+784
858
$932K ﹤0.01%
37,715
-2,710
859
$931K ﹤0.01%
622
-85
860
$928K ﹤0.01%
70,779
+5,561
861
$917K ﹤0.01%
6,411
-1,469
862
$917K ﹤0.01%
203,231
-1,603
863
$915K ﹤0.01%
7,834
+3
864
$899K ﹤0.01%
5,201
-133
865
$897K ﹤0.01%
941
-366
866
$895K ﹤0.01%
17,194
-1,604
867
$893K ﹤0.01%
10,820
+7,600
868
$883K ﹤0.01%
5,295
-538
869
$879K ﹤0.01%
35,880
+20
870
$875K ﹤0.01%
18,373
+9
871
$870K ﹤0.01%
25,197
-1,202
872
$868K ﹤0.01%
6,748
+995
873
$858K ﹤0.01%
9,632
-28
874
$853K ﹤0.01%
3,577
+457
875
$850K ﹤0.01%
19,622
-3,513
33 34
35
36 37