Kovitz Investment Group Partners

Kovitz Investment Group Partners Portfolio holdings

AUM $4.52B
1-Year Est. Return 21.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.4B
AUM Growth
+$3.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$295M
2
+$107M
3
+$86.8M
4
AAPL icon
Apple
AAPL
+$77.4M
5
MSFT icon
Microsoft
MSFT
+$73.7M

Top Sells

1
+$70.7M
2
+$61.1M
3
+$49.8M
4
MSI icon
Motorola Solutions
MSI
+$49.5M
5
SBUX icon
Starbucks
SBUX
+$48.8M

Sector Composition

1 Technology 20.58%
2 Financials 11.66%
3 Industrials 8.07%
4 Consumer Discretionary 6.12%
5 Healthcare 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$401K ﹤0.01%
8,490
-2,140
1052
$395K ﹤0.01%
7,790
1053
$394K ﹤0.01%
5,825
+2,250
1054
$393K ﹤0.01%
5,347
+37
1055
$392K ﹤0.01%
7,602
+1,202
1056
$392K ﹤0.01%
14,004
+149
1057
$390K ﹤0.01%
1,118
-69
1058
$389K ﹤0.01%
1,619
+235
1059
$388K ﹤0.01%
2,043
-506
1060
$387K ﹤0.01%
+9,193
1061
$387K ﹤0.01%
3,497
+150
1062
$386K ﹤0.01%
11,872
-1,103
1063
$384K ﹤0.01%
10,436
+2,341
1064
$382K ﹤0.01%
1,589
+182
1065
$382K ﹤0.01%
18,452
1066
$379K ﹤0.01%
2,503
-40
1067
$377K ﹤0.01%
3,585
+69
1068
$377K ﹤0.01%
3,223
+629
1069
$376K ﹤0.01%
3,737
+627
1070
$376K ﹤0.01%
10,235
-2,276
1071
$376K ﹤0.01%
768
+84
1072
$375K ﹤0.01%
31,860
-2,656
1073
$373K ﹤0.01%
+5,201
1074
$373K ﹤0.01%
13,051
-313
1075
$369K ﹤0.01%
42,206
-7,186
41 42
43
44 45