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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
1326
$208K ﹤0.01%
1,477
-5,660
1327
$206K ﹤0.01%
66,036
+13,000
1328
$206K ﹤0.01%
+5,200
1329
$205K ﹤0.01%
+5,893
1330
$205K ﹤0.01%
+6,772
1331
$204K ﹤0.01%
+2,158
1332
$203K ﹤0.01%
+3,931
1333
$202K ﹤0.01%
+1,759
1334
$202K ﹤0.01%
+2,426
1335
$201K ﹤0.01%
+1,674
1336
$201K ﹤0.01%
+1,419
1337
$198K ﹤0.01%
12,624
1338
$197K ﹤0.01%
24,463
+2,375
1339
$194K ﹤0.01%
+14,847
1340
$193K ﹤0.01%
14,435
-190
1341
$189K ﹤0.01%
11,723
1342
$189K ﹤0.01%
+35,025
1343
$186K ﹤0.01%
43,100
1344
$184K ﹤0.01%
4,492
-1,374
1345
$171K ﹤0.01%
79,365
1346
$168K ﹤0.01%
10,800
1347
$158K ﹤0.01%
25,762
+511
1348
$158K ﹤0.01%
24,850
1349
$155K ﹤0.01%
19,314
+1,303
1350
$155K ﹤0.01%
32,484
+1,122
52 53
54
55 56