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
926
$592K ﹤0.01%
3,462
+695
927
$588K ﹤0.01%
12,297
-4,081
928
$588K ﹤0.01%
+27,082
929
$586K ﹤0.01%
5,126
+1,380
930
$582K ﹤0.01%
23,536
-96,147
931
$581K ﹤0.01%
31,775
+3,427
932
$579K ﹤0.01%
30,148
+510
933
$579K ﹤0.01%
12,175
-511
934
$578K ﹤0.01%
5,199
+99
935
$574K ﹤0.01%
46,555
+6,555
936
$573K ﹤0.01%
+156,049
937
$567K ﹤0.01%
+169,225
938
$561K ﹤0.01%
+40,105
939
$559K ﹤0.01%
476
-105
940
$553K ﹤0.01%
+204,095
941
$548K ﹤0.01%
16,171
+654
942
$538K ﹤0.01%
8,032
+1,147
943
$537K ﹤0.01%
7,133
-179
944
$536K ﹤0.01%
+33,690
945
$534K ﹤0.01%
4,195
+728
946
$532K ﹤0.01%
6,557
+2,323
947
$530K ﹤0.01%
4,186
+79
948
$529K ﹤0.01%
11,455
-124
949
$526K ﹤0.01%
1,301
-76
950
$525K ﹤0.01%
12,256
+2,770
36 37
38
39 40