We are live on ! Find out more
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
1426
– –
-6,846
1427
– –
-76,694
1428
– –
-402,323
1429
– –
-11,156
1430
– –
-44,932
1431
– –
-15,698
1432
– –
-68,561
1433
– –
-14,286
1434
– –
-825
1435
– –
-40,820
1436
– –
-1,537
1437
– –
-4,176
1438
– –
-1,700
1439
– –
-10,305
1440
– –
-163,964
1441
– –
-4,444
1442
– –
-54,935
1443
– –
-40,562
1444
– –
-5,413
1445
– –
-10,100
1446
– –
-701
1447
– –
-2,170
1448
– –
-50,952
1449
– –
-40,105
1450
– –
-3,352
56 57
58
59 60