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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
$2.07B
AUM Growth
+$2.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$47.6M
2
+$42.6M
3
+$42.2M
4
HSIC icon
Henry Schein
HSIC
+$24.7M
5
PARA
Paramount Global Class B
PARA
+$23.3M

Top Sells

1
+$28.5M
2
+$21.4M
3
+$15.8M
4
VMI icon
Valmont Industries
VMI
+$14.4M
5
BNY
Bank of New York Mellon
BNY
+$14.3M

Sector Composition

1 Financials 27.14%
2 Industrials 23.97%
3 Communication Services 12.46%
4 Consumer Discretionary 9.7%
5 Technology 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-8,312
152
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153
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154
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-3,954
155
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-5,400
156
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-16,860
157
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158
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-4,675
159
– –
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160
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161
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-3,521
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