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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
876
$849K ﹤0.01%
3,231
+1,930
877
$845K ﹤0.01%
4,823
-468
878
$843K ﹤0.01%
+6,967
879
$842K ﹤0.01%
17,085
+1,740
880
$839K ﹤0.01%
52,575
+2,300
881
$829K ﹤0.01%
6,024
-6,767
882
$826K ﹤0.01%
4,069
+572
883
$819K ﹤0.01%
232,037
884
$819K ﹤0.01%
+6,351
885
$818K ﹤0.01%
2,654
+1
886
$814K ﹤0.01%
9,650
+1,986
887
$806K ﹤0.01%
45,227
-3,713
888
$804K ﹤0.01%
19,477
+381
889
$800K ﹤0.01%
13,621
+576
890
$798K ﹤0.01%
16,012
-178,690
891
$792K ﹤0.01%
4,137
+2,493
892
$775K ﹤0.01%
30,120
+8,161
893
$774K ﹤0.01%
5,495
-954
894
$770K ﹤0.01%
29,535
-48
895
$770K ﹤0.01%
7,452
+2,326
896
$768K ﹤0.01%
2,833
-73
897
$762K ﹤0.01%
8,305
+1,741
898
$756K ﹤0.01%
10,286
-59
899
$754K ﹤0.01%
2,875
+1,036
900
$754K ﹤0.01%
31,488
+990
34 35
36
37 38