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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
151
$33.1M 0.13%
360,903
+35,439
152
$32.9M 0.13%
68,999
-2,940
153
$32.6M 0.13%
99,164
+92,933
154
$32M 0.12%
728,644
+28,446
155
$31.6M 0.12%
142,224
+28,652
156
$31.6M 0.12%
80,587
+48,544
157
$31.4M 0.12%
2,085,460
+10,514
158
$31.1M 0.12%
463,701
+80,744
159
$31M 0.12%
607,095
-19,181
160
$30.9M 0.12%
213,883
+8,707
161
$30.9M 0.12%
367,253
-936,627
162
$30.6M 0.12%
168,014
-9,322
163
$30.4M 0.12%
1,217,502
-71,330
164
$30.1M 0.12%
655,855
+93
165
$29.9M 0.12%
106,002
+3,807
166
$29.8M 0.12%
138,075
+32,925
167
$28.9M 0.11%
102,237
+558
168
$28.8M 0.11%
204,576
+11,911
169
$28.7M 0.11%
186,710
+7,841
170
$28.5M 0.11%
450,591
+80,370
171
$28.1M 0.11%
664,230
+9,580
172
$27.8M 0.11%
811,261
+10,836
173
$27.6M 0.11%
877,995
+45,510
174
$27.4M 0.11%
97,189
+2,682
175
$27.3M 0.11%
341,054
+7,324
5 6
7
8 9