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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
101
$53.6M 0.21%
782,340
+779,497
102
$53.4M 0.21%
162,208
-16,821
103
$52.5M 0.2%
268,224
+20,037
104
$51.1M 0.2%
513,072
+340,349
105
$50.9M 0.2%
940,501
-36,912
106
$50.5M 0.2%
599,294
+62,343
107
$50.4M 0.2%
505,994
+12,101
108
$50.4M 0.2%
179,028
-614,480
109
$49.6M 0.19%
340,808
+2,972
110
$49.6M 0.19%
204,808
-4,793
111
$48.4M 0.19%
493,972
+54,668
112
$46.3M 0.18%
114,217
+2,839
113
$46.3M 0.18%
1,011,270
+106,164
114
$46.2M 0.18%
460,569
+43,306
115
$45.7M 0.18%
628,271
-40,231
116
$45.6M 0.18%
246,055
-201,160
117
$45.5M 0.18%
196,294
+15,082
118
$45M 0.18%
1,071,452
-15,950
119
$44.2M 0.17%
645,928
+24,125
120
$42.8M 0.17%
829,728
-332,353
121
$42M 0.16%
803,375
+5,653
122
$40M 0.16%
2,648,798
-13,270
123
$40M 0.16%
53
+4
124
$39.8M 0.16%
347,334
+13,109
125
$39.4M 0.15%
42,608
+2,401
3 4
5
6 7