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
1126
$314K ﹤0.01%
+3,395
1127
$314K ﹤0.01%
3,648
+948
1128
$313K ﹤0.01%
10,233
+2,372
1129
$313K ﹤0.01%
+37,767
1130
$311K ﹤0.01%
+3,239
1131
$309K ﹤0.01%
28,270
+9,870
1132
$306K ﹤0.01%
+10,284
1133
$304K ﹤0.01%
3,907
-640
1134
$304K ﹤0.01%
3,008
-271
1135
$303K ﹤0.01%
+5,263
1136
$301K ﹤0.01%
5,370
+1,392
1137
$300K ﹤0.01%
+1,900
1138
$299K ﹤0.01%
4,841
-356
1139
$297K ﹤0.01%
2,351
-360
1140
$297K ﹤0.01%
5,136
+743
1141
$297K ﹤0.01%
1,401
-34
1142
$296K ﹤0.01%
+1,358
1143
$295K ﹤0.01%
2,302
-129
1144
$293K ﹤0.01%
2,011
+289
1145
$292K ﹤0.01%
3,795
+422
1146
$292K ﹤0.01%
+7,240
1147
$291K ﹤0.01%
3,925
-435
1148
$291K ﹤0.01%
+5,468
1149
$290K ﹤0.01%
5,148
-525
1150
$288K ﹤0.01%
5,263
-6
44 45
46
47 48