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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
1076
$446K ﹤0.01%
9,109
-897
1077
$445K ﹤0.01%
10,695
+2
1078
$444K ﹤0.01%
+1,429
1079
$440K ﹤0.01%
+13,262
1080
$437K ﹤0.01%
5,988
-610
1081
$436K ﹤0.01%
6,859
+531
1082
$434K ﹤0.01%
17,813
-32
1083
$434K ﹤0.01%
353
-123
1084
$433K ﹤0.01%
3,192
+1
1085
$432K ﹤0.01%
9,821
+250
1086
$431K ﹤0.01%
+2,198
1087
$430K ﹤0.01%
12,813
-1,010
1088
$428K ﹤0.01%
11,457
-4,714
1089
$426K ﹤0.01%
2,609
+106
1090
$426K ﹤0.01%
4,177
-82
1091
$426K ﹤0.01%
14,042
+38
1092
$418K ﹤0.01%
+5,650
1093
$417K ﹤0.01%
2,888
-1,298
1094
$416K ﹤0.01%
3,129
+520
1095
$416K ﹤0.01%
+10,416
1096
$414K ﹤0.01%
4,995
-939
1097
$414K ﹤0.01%
5,419
+272
1098
$411K ﹤0.01%
+4,606
1099
$411K ﹤0.01%
5,249
-82,879
1100
$410K ﹤0.01%
9,095
-1,060
42 43
44
45 46