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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
1176
$316K ﹤0.01%
1,391
-10
1177
$316K ﹤0.01%
+5,509
1178
$315K ﹤0.01%
2,341
-7,038
1179
$314K ﹤0.01%
+11,070
1180
$313K ﹤0.01%
4,723
-118
1181
$313K ﹤0.01%
5,269
+6
1182
$313K ﹤0.01%
4,912
-2,221
1183
$313K ﹤0.01%
6,180
+1,282
1184
$312K ﹤0.01%
+9,350
1185
$312K ﹤0.01%
12,080
+2,978
1186
$312K ﹤0.01%
+4,971
1187
$312K ﹤0.01%
18,619
+6,080
1188
$311K ﹤0.01%
10,967
-1,785
1189
$310K ﹤0.01%
6,726
-1,764
1190
$308K ﹤0.01%
+4,037
1191
$307K ﹤0.01%
3,742
-1,340
1192
$306K ﹤0.01%
13,364
-117,466
1193
$304K ﹤0.01%
+27,579
1194
$304K ﹤0.01%
3,927
1195
$304K ﹤0.01%
2,354
+3
1196
$302K ﹤0.01%
5,468
1197
$302K ﹤0.01%
17,707
+313
1198
$302K ﹤0.01%
2,189
1199
$300K ﹤0.01%
5,217
-612
1200
$300K ﹤0.01%
3,040
46 47
48
49 50