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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
MSFTMicrosoft Corp
Recent Activity
Increased 1.58%
4.23%
$53.848M
127,753 shares@ $421.51 avg price
ACNAccenture Plc
Recent Activity
Increased 2.59%
3.44%
$43.787M
124,469 shares@ $351.8 avg price
MMCMarsh & Mclennan Cos
Recent Activity
Increased 1.14%
3.37%
$42.911M
202,019 shares@ $212.42 avg price
TXNTexas Instruments Inc
Recent Activity
Increased 1.63%
2.93%
$37.3M
198,922 shares@ $187.51 avg price
NVDANvidia Corp
Recent Activity
Increased 8343.53%
2.85%
$36.318M
270,446 shares@ $134.29 avg price
AMATApplied Materials Inc
Recent Activity
Increased 6.17%
2.64%
$33.641M
206,853 shares@ $162.63 avg price
GEHCGe Healthcare Technologies
Recent Activity
Increased 6.84%
2.33%
$29.636M
379,078 shares@ $78.18 avg price
CARRCarrier Global Corp
Recent Activity
Increased 27.5%
1.65%
$20.956M
307,003 shares@ $68.27 avg price
TFCTruist Financial Corp
Recent Activity
Increased 15.57%
0.96%
$12.174M
280,643 shares@ $43.38 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Increased 13.72%
0.33%
$4.12M
7,646 shares@ $538.84 avg price