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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
976
$594K ﹤0.01%
9,961
-554
977
$593K ﹤0.01%
8,092
+2,145
978
$593K ﹤0.01%
+9,962
979
$592K ﹤0.01%
11,000
-14,695
980
$591K ﹤0.01%
4,136
+539
981
$590K ﹤0.01%
1,558
+215
982
$587K ﹤0.01%
4,147
+2,331
983
$584K ﹤0.01%
12,120
-1,789
984
$583K ﹤0.01%
21,945
+2,985
985
$582K ﹤0.01%
11,544
+5,829
986
$582K ﹤0.01%
8,032
987
$581K ﹤0.01%
3,401
+494
988
$578K ﹤0.01%
+1,197
989
$578K ﹤0.01%
5,835
+10
990
$567K ﹤0.01%
5,011
-387
991
$564K ﹤0.01%
80,400
-1,385
992
$564K ﹤0.01%
3,821
-575
993
$562K ﹤0.01%
2,702
-183
994
$562K ﹤0.01%
+13,413
995
$559K ﹤0.01%
7,032
996
$553K ﹤0.01%
10,016
+1,209
997
$552K ﹤0.01%
+16,251
998
$550K ﹤0.01%
83,750
+4,500
999
$550K ﹤0.01%
33,690
1000
$550K ﹤0.01%
7,572
+3,624
38 39
40
41 42