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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
1101
$410K ﹤0.01%
15,318
-1,372
1102
$407K ﹤0.01%
2,007
+547
1103
$407K ﹤0.01%
2,789
+380
1104
$406K ﹤0.01%
15,237
-578
1105
$405K ﹤0.01%
+79,316
1106
$400K ﹤0.01%
+13,102
1107
$395K ﹤0.01%
7,790
1108
$395K ﹤0.01%
1,901
-15
1109
$395K ﹤0.01%
+2,478
1110
$395K ﹤0.01%
24,392
+6,369
1111
$393K ﹤0.01%
9,193
1112
$391K ﹤0.01%
1,358
+10
1113
$391K ﹤0.01%
5,379
+32
1114
$389K ﹤0.01%
36,452
+521
1115
$389K ﹤0.01%
2,578
-1,189
1116
$386K ﹤0.01%
16,705
-11,384
1117
$382K ﹤0.01%
7,744
+225
1118
$382K ﹤0.01%
2,183
+172
1119
$382K ﹤0.01%
+743
1120
$382K ﹤0.01%
18,452
1121
$380K ﹤0.01%
4,406
+1,115
1122
$378K ﹤0.01%
581
-233
1123
$373K ﹤0.01%
20,428
+134
1124
$371K ﹤0.01%
32,006
1125
$370K ﹤0.01%
9,145
43 44
45
46 47