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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
1251
$255K ﹤0.01%
1,763
+5
1252
$255K ﹤0.01%
866
1253
$254K ﹤0.01%
8,276
1254
$254K ﹤0.01%
2,384
-624
1255
$253K ﹤0.01%
+19,574
1256
$253K ﹤0.01%
1,347
-97
1257
$252K ﹤0.01%
+1,186
1258
$251K ﹤0.01%
6,906
-126
1259
$250K ﹤0.01%
4,165
-960
1260
$250K ﹤0.01%
1,410
-212
1261
$250K ﹤0.01%
+84,299
1262
$249K ﹤0.01%
+1,179
1263
$248K ﹤0.01%
2,339
-884
1264
$248K ﹤0.01%
1,543
+248
1265
$248K ﹤0.01%
2,782
-136
1266
$248K ﹤0.01%
5,000
-1,500
1267
$248K ﹤0.01%
+2,450
1268
$246K ﹤0.01%
6,971
-58,139
1269
$246K ﹤0.01%
3,003
+163
1270
$245K ﹤0.01%
+15,228
1271
$245K ﹤0.01%
2,667
1272
$244K ﹤0.01%
3,043
-152
1273
$243K ﹤0.01%
5,830
-475
1274
$243K ﹤0.01%
5,091
-6,364
1275
$242K ﹤0.01%
+1,608
49 50
51
52 53