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ANNIE BEGUIRISTAIN

@Avity Investment Management Inc.

Latest period2024 - Q4ReportedManaged Assets$1.276BTotal holdings107
Assets growth rate-0.65%Assets growth rate (2-Q avg)1.46%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Avity Investment Management Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 107 positions.

Assets under management

The assets under management (AUM) of Avity Investment Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.276B in assets, with a quarterly growth rate of -0.65% and a 2-quarter average growth rate of 1.46%. The portfolio is managed by ANNIE BEGUIRISTAIN, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CMGChipotle Mexican Grill Inc.
Recent Activity
New Position
2.25%
$28.6M
474,302 shares@ $60.31 avg price
TSLATesla Motors Inc.
Recent Activity
New Position
0.03%
$287,534
712 shares@ $403.84 avg price
CNMDConmed
Recent Activity
New Position
0.03%
$278,209
4,065 shares@ $68.45 avg price
WFCWells Fargo & Company
Recent Activity
New Position
0.02%
$247,596
3,525 shares@ $70.24 avg price
DGXQuest Diagnostic Inc
Recent Activity
New Position
0.02%
$245,148
1,625 shares@ $150.87 avg price
CSCOCisco Systems
Recent Activity
New Position
0.02%
$213,486
3,606 shares@ $59.21 avg price
SCHASchwab Us Small Cap Etf
Recent Activity
New Position
0.02%
$213,216
8,245 shares@ $25.87 avg price