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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
1276
$242K ﹤0.01%
9,623
1277
$242K ﹤0.01%
+702
1278
$242K ﹤0.01%
+1,723
1279
$241K ﹤0.01%
4,790
+91
1280
$241K ﹤0.01%
9,590
1281
$241K ﹤0.01%
19,200
+1,856
1282
$240K ﹤0.01%
+2,144
1283
$240K ﹤0.01%
+7,473
1284
$238K ﹤0.01%
7,303
+669
1285
$238K ﹤0.01%
2,940
+7
1286
$238K ﹤0.01%
3,500
1287
$238K ﹤0.01%
8,417
-19
1288
$237K ﹤0.01%
19,164
+6,228
1289
$237K ﹤0.01%
+917
1290
$235K ﹤0.01%
+2,581
1291
$235K ﹤0.01%
+2,539
1292
$234K ﹤0.01%
7,976
-1,523
1293
$234K ﹤0.01%
3,400
-100
1294
$232K ﹤0.01%
3,923
-400
1295
$232K ﹤0.01%
497
+2
1296
$231K ﹤0.01%
4,672
-110
1297
$231K ﹤0.01%
14,919
+2,016
1298
$231K ﹤0.01%
4,706
-430
1299
$230K ﹤0.01%
180
1300
$230K ﹤0.01%
11,952
+1,350
50 51
52
53 54