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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
1151
$343K ﹤0.01%
1,404
+1
1152
$342K ﹤0.01%
45,399
+6
1153
$340K ﹤0.01%
27,266
1154
$340K ﹤0.01%
4,072
-64
1155
$340K ﹤0.01%
+4,755
1156
$339K ﹤0.01%
9,495
+1,686
1157
$337K ﹤0.01%
2,347
+33
1158
$336K ﹤0.01%
11,828
+491
1159
$336K ﹤0.01%
+2,800
1160
$335K ﹤0.01%
13,023
-1,552
1161
$333K ﹤0.01%
2,362
-1,879
1162
$331K ﹤0.01%
4,448
+760
1163
$331K ﹤0.01%
32,000
1164
$329K ﹤0.01%
+5,123
1165
$327K ﹤0.01%
+6,224
1166
$327K ﹤0.01%
3,554
+301
1167
$326K ﹤0.01%
+29,898
1168
$324K ﹤0.01%
6,487
-70,146
1169
$321K ﹤0.01%
+2,883
1170
$319K ﹤0.01%
7,220
-195
1171
$318K ﹤0.01%
+14,875
1172
$318K ﹤0.01%
6,360
-111
1173
$317K ﹤0.01%
5,263
1174
$316K ﹤0.01%
4,105
-1,671
1175
$316K ﹤0.01%
+10,013
45 46
47
48 49