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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
1226
$278K ﹤0.01%
6,210
-306
1227
$278K ﹤0.01%
3,204
-615
1228
$278K ﹤0.01%
+7,043
1229
$277K ﹤0.01%
+2,099
1230
$276K ﹤0.01%
5,765
1231
$275K ﹤0.01%
1,932
-4
1232
$274K ﹤0.01%
6,748
+11
1233
$274K ﹤0.01%
+6,519
1234
$273K ﹤0.01%
+8,100
1235
$273K ﹤0.01%
8,650
+9
1236
$272K ﹤0.01%
17,032
-1,521
1237
$272K ﹤0.01%
+1,285
1238
$269K ﹤0.01%
1,260
-26
1239
$268K ﹤0.01%
3,713
-194
1240
$266K ﹤0.01%
972
1241
$265K ﹤0.01%
3,164
-477
1242
$264K ﹤0.01%
8,785
+2,254
1243
$263K ﹤0.01%
3,537
-292
1244
$262K ﹤0.01%
8,496
-1,788
1245
$261K ﹤0.01%
7,196
-3,037
1246
$261K ﹤0.01%
5,626
+339
1247
$261K ﹤0.01%
6,208
1248
$260K ﹤0.01%
7,775
+707
1249
$260K ﹤0.01%
4,087
-41
1250
$256K ﹤0.01%
10,111
+5
48 49
50
51 52