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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
176
$27.3M 0.11%
128,198
+4,162
177
$27.2M 0.11%
763,386
+9,942
178
$27.2M 0.11%
76,484
+6,662
179
$26.9M 0.1%
685,163
+521,866
180
$26.8M 0.1%
84,154
+31,358
181
$26.7M 0.1%
237,989
+6,405
182
$26.5M 0.1%
486,796
+476,355
183
$26.2M 0.1%
106,679
-579
184
$26M 0.1%
118,375
-55,612
185
$25.8M 0.1%
120,270
-35,962
186
$25.5M 0.1%
1,132,878
+438,779
187
$25.4M 0.1%
84,363
+2,833
188
$25.3M 0.1%
102,377
-53,578
189
$25.1M 0.1%
50,262
+490
190
$25M 0.1%
490,440
+61,649
191
$24.7M 0.1%
404,933
-10,570
192
$24.6M 0.1%
21,058
+107
193
$24.2M 0.09%
195,284
+3,230
194
$24M 0.09%
257,416
-10,696
195
$24M 0.09%
33,426
+26,599
196
$23.8M 0.09%
2,653,343
-105,242
197
$23.7M 0.09%
48,194
-308
198
$23.4M 0.09%
62,579
+481
199
$23.2M 0.09%
435,163
+5,840
200
$23M 0.09%
279,731
+18,503
6 7
8
9 10