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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
1376
$70.8K ﹤0.01%
+11,544
1377
$58.1K ﹤0.01%
34,250
-42,802
1378
$51.4K ﹤0.01%
39,520
1379
$38.6K ﹤0.01%
19,201
1380
$37.2K ﹤0.01%
19,250
-21,000
1381
$37.1K ﹤0.01%
+10,000
1382
$34K ﹤0.01%
13,120
+2,912
1383
$33.7K ﹤0.01%
+10,000
1384
$27.8K ﹤0.01%
+10,125
1385
$21.8K ﹤0.01%
+848
1386
– –
-8,845
1387
– –
-5,214
1388
– –
-2,962
1389
– –
-26,882
1390
– –
-7,240
1391
– –
-3,208
1392
– –
-24,210
1393
– –
-2,118
1394
– –
-6,739
1395
– –
-18,192
1396
– –
-11,096
1397
– –
-2,333
1398
– –
-40,000
1399
– –
-100,388
1400
– –
-1,946
54 55
56
57 58