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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
GEHCGe Healthcare Technologies
Recent Activity
Increased 6.84%
2.33%
$29.636M
379,078 shares@ $78.18 avg price
PEPPepsico Inc
Recent Activity
Decreased -27.57%
2.32%
$29.498M
193,989 shares@ $152.06 avg price
CMGChipotle Mexican Grill Inc.
Recent Activity
New Position
2.25%
$28.6M
474,302 shares@ $60.31 avg price
CVXChevron Corp
Recent Activity
Decreased -1.61%
2.16%
$27.471M
189,663 shares@ $144.85 avg price
AMGNAmgen Inc
Recent Activity
Decreased -7.1%
2.1%
$26.785M
102,766 shares@ $260.64 avg price
JPMJp Morgan Chase& Co
Recent Activity
Decreased -3.59%
2.08%
$26.481M
110,470 shares@ $239.72 avg price
BRK.BBerkshire Hathaway Cl B
Recent Activity
Decreased -0.2%
1.93%
$24.623M
54,321 shares@ $453.29 avg price
RJFRaymond James Financial Inc
Recent Activity
Decreased -1.58%
1.82%
$23.203M
149,376 shares@ $155.33 avg price
CARRCarrier Global Corp
Recent Activity
Increased 27.5%
1.65%
$20.956M
307,003 shares@ $68.27 avg price
GOOGLAlphabet Inc Cl A
Recent Activity
Decreased -11.83%
1.07%
$13.559M
71,629 shares@ $189.31 avg price