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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
GDGeneral Dynamics Corporation
Recent Activity
Exited
0%
$275,002
910 shares@ $302.2 avg price
PIIPolaris Inc
Recent Activity
Exited
0%
$274,692
3,300 shares@ $83.24 avg price
AFLAflac Inc.
Recent Activity
Exited
0%
$257,140
2,300 shares@ $111.8 avg price
TROWT Rowe Price
Recent Activity
Exited
0%
$255,986
2,350 shares@ $108.94 avg price
TGTTarget Corp
Recent Activity
Exited
0%
$246,571
1,582 shares@ $155.87 avg price
ELVElevance Health Inc
Recent Activity
Exited
0%
$226,200
435 shares@ $520.0 avg price
CVSCvs Health Corp
Recent Activity
Exited
0%
$220,143
3,501 shares@ $62.89 avg price
PFEPfizer Inc
Recent Activity
Exited
0%
$217,282
7,508 shares@ $28.95 avg price
STESteris Plc
Recent Activity
Exited
0%
$212,465
876 shares@ $242.54 avg price
UPSUnited Parcel Service Inc
Recent Activity
Exited
0%
$205,055
1,504 shares@ $136.34 avg price