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
876
$701K ﹤0.01%
6,116
-67
877
$697K ﹤0.01%
14,674
-917
878
$694K ﹤0.01%
2,906
-1,049
879
$690K ﹤0.01%
298,667
+5,889
880
$690K ﹤0.01%
50,275
-1,996
881
$689K ﹤0.01%
9,036
-1,990
882
$682K ﹤0.01%
2,780
+360
883
$680K ﹤0.01%
3,257
-125
884
$679K ﹤0.01%
5,753
+1,255
885
$678K ﹤0.01%
6,206
+153
886
$677K ﹤0.01%
1,290
-5,639
887
$676K ﹤0.01%
17,057
+847
888
$672K ﹤0.01%
8,688
-1,671
889
$671K ﹤0.01%
13,909
+5,182
890
$669K ﹤0.01%
12,678
-7,268
891
$668K ﹤0.01%
2,885
-500
892
$665K ﹤0.01%
144,561
-763
893
$664K ﹤0.01%
57,923
-1,730
894
$656K ﹤0.01%
2,703
+30
895
$656K ﹤0.01%
+6,564
896
$655K ﹤0.01%
23,657
-513
897
$653K ﹤0.01%
14,820
-1,908
898
$652K ﹤0.01%
6,453
-123
899
$651K ﹤0.01%
12,001
+1,754
900
$649K ﹤0.01%
24,922
+282
34 35
36
37 38