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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
1126
$367K ﹤0.01%
5,448
+1,818
1127
$366K ﹤0.01%
+1,665
1128
$364K ﹤0.01%
+3,632
1129
$363K ﹤0.01%
+8,146
1130
$362K ﹤0.01%
12,822
-3,350
1131
$361K ﹤0.01%
+15,226
1132
$360K ﹤0.01%
1,740
+92
1133
$359K ﹤0.01%
1,593
+235
1134
$358K ﹤0.01%
6,302
-6,376
1135
$358K ﹤0.01%
15,393
+1,649
1136
$358K ﹤0.01%
2,719
-620
1137
$357K ﹤0.01%
5,638
-26
1138
$354K ﹤0.01%
25,003
+13,069
1139
$354K ﹤0.01%
3,201
-1,200
1140
$353K ﹤0.01%
+1,272
1141
$353K ﹤0.01%
31,860
1142
$351K ﹤0.01%
7,047
+2,562
1143
$348K ﹤0.01%
1,761
-282
1144
$348K ﹤0.01%
38,257
-3,949
1145
$347K ﹤0.01%
15,210
-25,084
1146
$346K ﹤0.01%
3,700
1147
$345K ﹤0.01%
+4,771
1148
$345K ﹤0.01%
6,830
+2,025
1149
$344K ﹤0.01%
+18,466
1150
$343K ﹤0.01%
+15,581
44 45
46
47 48