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
1226
$234K ﹤0.01%
+1,622
1227
$233K ﹤0.01%
+2,460
1228
$232K ﹤0.01%
+1,979
1229
$232K ﹤0.01%
1,444
-72
1230
$231K ﹤0.01%
+1,149
1231
$230K ﹤0.01%
4,791
-123
1232
$230K ﹤0.01%
5,415
-155
1233
$229K ﹤0.01%
2,019
-492
1234
$226K ﹤0.01%
+3,208
1235
$225K ﹤0.01%
+1,056
1236
$225K ﹤0.01%
3,291
-220
1237
$224K ﹤0.01%
+3,500
1238
$222K ﹤0.01%
8,276
1239
$222K ﹤0.01%
4,485
-2,121
1240
$221K ﹤0.01%
1,324
-37
1241
$221K ﹤0.01%
+2,118
1242
$220K ﹤0.01%
+2,356
1243
$220K ﹤0.01%
+2,667
1244
$220K ﹤0.01%
+701
1245
$220K ﹤0.01%
1,764
-2,602
1246
$219K ﹤0.01%
2,840
+2
1247
$219K ﹤0.01%
+1,295
1248
$218K ﹤0.01%
+180
1249
$218K ﹤0.01%
+1,549
1250
$217K ﹤0.01%
+15,350
48 49
50
51 52