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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
1351
$155K ﹤0.01%
21,710
1352
$142K ﹤0.01%
11,166
-68
1353
$142K ﹤0.01%
40,915
-7,595
1354
$132K ﹤0.01%
+13,774
1355
$130K ﹤0.01%
19,338
+1,166
1356
$129K ﹤0.01%
10,000
1357
$127K ﹤0.01%
14,103
+2,197
1358
$125K ﹤0.01%
10,897
+176
1359
$124K ﹤0.01%
13,592
+344
1360
$123K ﹤0.01%
27,173
+4,078
1361
$119K ﹤0.01%
23,167
1362
$116K ﹤0.01%
38,500
+15,500
1363
$115K ﹤0.01%
26,744
+9,546
1364
$105K ﹤0.01%
10,180
+167
1365
$105K ﹤0.01%
33,401
1366
$104K ﹤0.01%
12,988
+64
1367
$100K ﹤0.01%
+100,000
1368
$93.2K ﹤0.01%
62,638
-5,060,297
1369
$90.9K ﹤0.01%
10,000
1370
$90K ﹤0.01%
25,214
1371
$88.8K ﹤0.01%
21,000
1372
$84.2K ﹤0.01%
47,578
1373
$81.7K ﹤0.01%
16,722
1374
$75.8K ﹤0.01%
+14,640
1375
$73.8K ﹤0.01%
11,395
+153
53 54
55
56 57