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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
926
$702K ﹤0.01%
2,716
+13
927
$697K ﹤0.01%
18,519
-98
928
$695K ﹤0.01%
3,645
+84
929
$694K ﹤0.01%
34,802
930
$693K ﹤0.01%
19,436
+7,435
931
$692K ﹤0.01%
69,613
+3,133
932
$689K ﹤0.01%
30,054
+18,821
933
$687K ﹤0.01%
9,361
+2,106
934
$686K ﹤0.01%
4,955
+1,370
935
$686K ﹤0.01%
4,928
-313
936
$686K ﹤0.01%
6,384
-186
937
$685K ﹤0.01%
1,208
-72
938
$685K ﹤0.01%
8,090
+1,933
939
$672K ﹤0.01%
+24,120
940
$668K ﹤0.01%
6,035
+2,971
941
$666K ﹤0.01%
1,682
-53
942
$665K ﹤0.01%
3,252
+697
943
$659K ﹤0.01%
18,619
+1,562
944
$658K ﹤0.01%
12,388
+213
945
$657K ﹤0.01%
10,659
-2,024
946
$653K ﹤0.01%
3,306
+228
947
$653K ﹤0.01%
189,725
+20,500
948
$652K ﹤0.01%
2,331
-41
949
$647K ﹤0.01%
+5,767
950
$647K ﹤0.01%
7,385
-568
36 37
38
39 40