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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
$14.1B
AUM Growth
+$2.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,107
New
Increased
Reduced
Closed

Top Buys

1
+$184M
2
+$103M
3
+$99.9M
4
OEF icon
iShares S&P 100 ETF
OEF
+$99.2M
5
MSFT icon
Microsoft
MSFT
+$96.8M

Top Sells

1
+$61.8M
2
+$53.3M
3
+$44.1M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$39.3M
5
HAS icon
Hasbro
HAS
+$38M

Sector Composition

1 Technology 17.09%
2 Financials 11.21%
3 Consumer Discretionary 6.89%
4 Communication Services 5.36%
5 Healthcare 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$62 ﹤0.01%
+81,368
1052
$21 ﹤0.01%
26,823
+3,608
1053
– –
-3,951
1054
– –
-2,728
1055
– –
-22,087
1056
– –
-20,767
1057
– –
-5,206
1058
– –
-2,070
1059
– –
-32,611
1060
– –
-10,253
1061
– –
-23,132
1062
– –
-7,181
1063
– –
-6,822
1064
– –
-24,377
1065
– –
-7,260
1066
– –
-11,093
1067
– –
-9,552
1068
– –
-19,668
1069
– –
-12,399
1070
– –
-25,168
1071
– –
-19,963
1072
– –
-10,880
1073
– –
-10,087
1074
– –
-10,000
1075
– –
-265,085
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