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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
126
$39.1M 0.15%
599,496
+57,954
127
$38.8M 0.15%
526,068
-1,800
128
$38.3M 0.15%
461,199
-339
129
$37.8M 0.15%
48,912
+13,689
130
$37.8M 0.15%
135,330
+89,108
131
$37.6M 0.15%
+667,783
132
$37.4M 0.15%
88,581
+3,567
133
$37.1M 0.14%
236,505
+165,080
134
$37.1M 0.14%
61,748
+629
135
$37.1M 0.14%
1,603,899
-22,933
136
$36.8M 0.14%
818,685
-144,900
137
$36.6M 0.14%
152,053
+97,113
138
$36.4M 0.14%
1,414,828
+197,626
139
$36.3M 0.14%
153,437
+32,508
140
$36.1M 0.14%
227,304
-25,306
141
$35.9M 0.14%
132,928
+6,922
142
$35.9M 0.14%
795,782
+18,128
143
$35.9M 0.14%
808,423
+13,220
144
$35.4M 0.14%
2,221,703
+1,350,767
145
$35.3M 0.14%
227,402
+15,092
146
$35.2M 0.14%
51,593
+5,637
147
$34.6M 0.14%
317,617
+26,485
148
$34.3M 0.13%
7,994
+324
149
$34M 0.13%
72,767
+62,590
150
$33.9M 0.13%
1,262,458
+97,779
4 5
6
7 8