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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
951
$647K ﹤0.01%
2,812
+433
952
$637K ﹤0.01%
14,418
-256
953
$637K ﹤0.01%
135,798
-8,763
954
$635K ﹤0.01%
26,146
+697
955
$634K ﹤0.01%
9,546
+4,662
956
$632K ﹤0.01%
7,329
-802
957
$631K ﹤0.01%
5,038
-542
958
$629K ﹤0.01%
170,449
+14,400
959
$629K ﹤0.01%
25,442
-6,485
960
$625K ﹤0.01%
9,911
+4,541
961
$620K ﹤0.01%
2,416
+797
962
$619K ﹤0.01%
1,139
+727
963
$618K ﹤0.01%
53,533
+6,978
964
$617K ﹤0.01%
6,011
+1,751
965
$606K ﹤0.01%
17,107
-318
966
$605K ﹤0.01%
9,425
-3,617
967
$604K ﹤0.01%
27,082
968
$603K ﹤0.01%
+3,899
969
$603K ﹤0.01%
3,854
+2,034
970
$603K ﹤0.01%
2,854
-259
971
$602K ﹤0.01%
10,638
+5,916
972
$600K ﹤0.01%
13,651
+1,395
973
$599K ﹤0.01%
+10,773
974
$595K ﹤0.01%
12,336
+39
975
$594K ﹤0.01%
1,375
+15
37 38
39
40 41