Kovitz Investment Group Partners

Kovitz Investment Group Partners Portfolio holdings

AUM $4.52B
1-Year Est. Return 21.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$13.9M
3
+$2.53M
4
RHI icon
Robert Half
RHI
+$1.5M
5
MCK icon
McKesson
MCK
+$1.04M

Top Sells

1
+$18.2M
2
+$9.69M
3
+$4.53M
4
PWR icon
Quanta Services
PWR
+$3.77M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.73M

Sector Composition

1 Financials 29.44%
2 Industrials 25.07%
3 Consumer Discretionary 11.56%
4 Communication Services 8.14%
5 Technology 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-25,919
127
– –
-44,235
2 3 4 5
6