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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
1301
$230K ﹤0.01%
4,974
-2,771
1302
$228K ﹤0.01%
1,347
+23
1303
$227K ﹤0.01%
3,873
+105
1304
$226K ﹤0.01%
3,122
-803
1305
$224K ﹤0.01%
15,350
1306
$223K ﹤0.01%
+7,889
1307
$221K ﹤0.01%
5,705
-4,530
1308
$220K ﹤0.01%
+1,639
1309
$220K ﹤0.01%
1,695
-324
1310
$220K ﹤0.01%
+517
1311
$220K ﹤0.01%
+8,725
1312
$218K ﹤0.01%
24,471
+2,807
1313
$218K ﹤0.01%
19,053
+5,300
1314
$217K ﹤0.01%
1,842
1315
$216K ﹤0.01%
3,215
1316
$216K ﹤0.01%
+18,008
1317
$216K ﹤0.01%
+1,207
1318
$215K ﹤0.01%
1,297
-93
1319
$215K ﹤0.01%
21,558
-155
1320
$214K ﹤0.01%
+3,568
1321
$212K ﹤0.01%
+26,004
1322
$211K ﹤0.01%
2,558
-1,239
1323
$211K ﹤0.01%
1,721
+30
1324
$208K ﹤0.01%
109
-57
1325
$208K ﹤0.01%
4,427
+484
51 52
53
54 55