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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
1401
– –
-77,056
1402
– –
-28,270
1403
– –
-37,767
1404
– –
-15,267
1405
– –
-3,395
1406
– –
-8,855
1407
– –
-36,810
1408
– –
-3,239
1409
– –
-21,757
1410
– –
-1,500
1411
– –
-3,888
1412
– –
-2,460
1413
– –
-1,764
1414
– –
-12,548
1415
– –
-6,089
1416
– –
-14,498
1417
– –
-14,820
1418
– –
-110
1419
– –
-14,148
1420
– –
-5,742
1421
– –
-11,147
1422
– –
-10,101
1423
– –
-13,093
1424
– –
-71,971
1425
– –
-3,648
55 56
57
58 59