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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
1051
$476K ﹤0.01%
3,579
+63
1052
$475K ﹤0.01%
8,833
+467
1053
$471K ﹤0.01%
2,510
-952
1054
$470K ﹤0.01%
10,672
+5,257
1055
$466K ﹤0.01%
3,577
+80
1056
$466K ﹤0.01%
12,978
+53
1057
$465K ﹤0.01%
8,110
-787
1058
$463K ﹤0.01%
3,525
-670
1059
$462K ﹤0.01%
+1,368
1060
$461K ﹤0.01%
10,631
+13
1061
$461K ﹤0.01%
5,757
+556
1062
$461K ﹤0.01%
6,016
+2,221
1063
$460K ﹤0.01%
+18,536
1064
$460K ﹤0.01%
+9,601
1065
$458K ﹤0.01%
10,001
-923
1066
$458K ﹤0.01%
8,892
+1,418
1067
$458K ﹤0.01%
+17,780
1068
$456K ﹤0.01%
21,156
+480
1069
$456K ﹤0.01%
16,341
-483
1070
$451K ﹤0.01%
+4,942
1071
$451K ﹤0.01%
13,209
+158
1072
$449K ﹤0.01%
4,267
-1,849
1073
$449K ﹤0.01%
26,520
-3,628
1074
$448K ﹤0.01%
5,139
+3
1075
$448K ﹤0.01%
+2,046
41 42
43
44 45