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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
1026
$513K ﹤0.01%
9,282
+1,680
1027
$512K ﹤0.01%
10,108
+802
1028
$511K ﹤0.01%
5,013
-112
1029
$510K ﹤0.01%
1,165
-3
1030
$503K ﹤0.01%
9,980
1031
$502K ﹤0.01%
2,401
+683
1032
$502K ﹤0.01%
10,503
+2,000
1033
$499K ﹤0.01%
5,935
-2,753
1034
$498K ﹤0.01%
+42,623
1035
$497K ﹤0.01%
5,857
+3,162
1036
$495K ﹤0.01%
+15,528
1037
$494K ﹤0.01%
56,392
+43,247
1038
$492K ﹤0.01%
3,714
-1,152
1039
$490K ﹤0.01%
+18,064
1040
$490K ﹤0.01%
4,746
-65
1041
$490K ﹤0.01%
78,979
-41,053
1042
$488K ﹤0.01%
2,966
+127
1043
$487K ﹤0.01%
17,752
-5,784
1044
$487K ﹤0.01%
5,110
+13
1045
$486K ﹤0.01%
5,769
+211
1046
$483K ﹤0.01%
1,495
+316
1047
$482K ﹤0.01%
4,188
+79
1048
$478K ﹤0.01%
+1,232
1049
$478K ﹤0.01%
21,000
-5,000
1050
$477K ﹤0.01%
1,600
+87
40 41
42
43 44