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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
901
$753K ﹤0.01%
7,059
+606
902
$752K ﹤0.01%
28,604
-489
903
$749K ﹤0.01%
3,966
+2,066
904
$748K ﹤0.01%
6,205
-1
905
$748K ﹤0.01%
12,935
-42
906
$746K ﹤0.01%
19,960
+211
907
$743K ﹤0.01%
2,588
+682
908
$743K ﹤0.01%
21,674
-1,390
909
$742K ﹤0.01%
16,049
-754
910
$740K ﹤0.01%
1,316
+26
911
$739K ﹤0.01%
3,147
+217
912
$735K ﹤0.01%
+18,387
913
$735K ﹤0.01%
5,478
+3,009
914
$734K ﹤0.01%
4,760
-2,006
915
$732K ﹤0.01%
10,222
+4,094
916
$728K ﹤0.01%
2,604
+532
917
$723K ﹤0.01%
72,991
+19,392
918
$720K ﹤0.01%
44,369
-12,180
919
$720K ﹤0.01%
27,651
+13,368
920
$720K ﹤0.01%
54,765
-326
921
$720K ﹤0.01%
3,591
-611
922
$719K ﹤0.01%
15,239
-47,972
923
$707K ﹤0.01%
5,209
+10
924
$705K ﹤0.01%
2,803
+433
925
$702K ﹤0.01%
25,351
+429
35 36
37
38 39