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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
TJXTjx Companies Inc
Recent Activity
Decreased -0.68%
3.22%
$40.987M
339,271 shares@ $120.82 avg price
RTXRtx Corp
Recent Activity
Decreased -9.09%
2.99%
$38.121M
329,427 shares@ $115.72 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
BDXBecton Dickinson & Co
Recent Activity
Decreased -5.06%
2.82%
$35.956M
158,486 shares@ $226.88 avg price
ECLEcolab Inc
Recent Activity
Decreased -1.25%
2.75%
$35.018M
149,446 shares@ $234.33 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.61%
2.71%
$34.464M
238,305 shares@ $144.63 avg price
AMATApplied Materials Inc
Recent Activity
Increased 6.17%
2.64%
$33.641M
206,853 shares@ $162.63 avg price
TMOThermo Fisher Scientific
Recent Activity
Decreased -16.94%
2.58%
$32.805M
63,059 shares@ $520.24 avg price
NEENextera Energy, Inc.
Recent Activity
Decreased -12.58%
2.5%
$31.79M
443,433 shares@ $71.7 avg price