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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
201
$22.8M 0.09%
55,111
-499
202
$22.7M 0.09%
232,114
+157,440
203
$22.4M 0.09%
114,156
-52,410
204
$22.4M 0.09%
273,040
-139,658
205
$22.3M 0.09%
284,370
+23,370
206
$22.2M 0.09%
293,966
-23,687
207
$22.2M 0.09%
120,635
-6,309
208
$21.9M 0.09%
261,583
-38,660
209
$21.4M 0.08%
1,448,125
-98,438
210
$20.8M 0.08%
87,207
+18,154
211
$20.7M 0.08%
161,147
+9,081
212
$20.6M 0.08%
872,251
-245,566
213
$20.4M 0.08%
191,235
-5,684
214
$20.2M 0.08%
127,905
-7,101
215
$19.9M 0.08%
136,044
-77,190
216
$19.8M 0.08%
262,363
+56,476
217
$19.8M 0.08%
76,215
-560
218
$19.8M 0.08%
247,752
+8,290
219
$19.2M 0.07%
678,261
-8,918
220
$19.1M 0.07%
107,042
+824
221
$18.9M 0.07%
293,944
-3,909
222
$18.9M 0.07%
155,892
+5,040
223
$18.8M 0.07%
90,078
-3,053
224
$18.6M 0.07%
93,772
-6,045
225
$18.6M 0.07%
436,593
-87,568
7 8
9
10 11