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
1276
$202K ﹤0.01%
+6,739
1277
$202K ﹤0.01%
+3,215
1278
$201K ﹤0.01%
+412
1279
$200K ﹤0.01%
+1,842
1280
$198K ﹤0.01%
21,757
-980
1281
$189K ﹤0.01%
+12,539
1282
$187K ﹤0.01%
+14,625
1283
$184K ﹤0.01%
48,510
1284
$181K ﹤0.01%
+11,096
1285
$177K ﹤0.01%
11,233
-388
1286
$176K ﹤0.01%
11,723
1287
$172K ﹤0.01%
+11,605
1288
$169K ﹤0.01%
24,850
1289
$169K ﹤0.01%
12,903
+1,200
1290
$169K ﹤0.01%
11,934
-3,025
1291
$169K ﹤0.01%
21,664
+346
1292
$168K ﹤0.01%
22,088
+609
1293
$166K ﹤0.01%
+10,800
1294
$165K ﹤0.01%
+53,036
1295
$165K ﹤0.01%
12,936
-55
1296
$163K ﹤0.01%
+11,472
1297
$163K ﹤0.01%
10,602
-1,879
1298
$156K ﹤0.01%
21,710
1299
$155K ﹤0.01%
12,624
+750
1300
$150K ﹤0.01%
13,753
-187,735
50 51
52
53 54