test

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
TFCTruist Financial Corp
Recent Activity
Increased 15.57%
0.96%
$12.174M
280,643 shares@ $43.38 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.09%
0.93%
$11.799M
30,333 shares@ $389.0 avg price
UBERUber Technologies
Recent Activity
Decreased -74.71%
0.57%
$7.253M
120,247 shares@ $60.32 avg price
SPYSpdr S&p 500 Etf
Recent Activity
Decreased -2.14%
0.53%
$6.736M
11,494 shares@ $586.08 avg price
MTDMettler-toledo Intl Inc
Recent Activity
Decreased -3.97%
0.5%
$6.297M
5,146 shares@ $1223.68 avg price
IWFIshares Russell 1000 Growth
Recent Activity
Decreased -1.63%
0.47%
$5.984M
14,901 shares@ $401.59 avg price
ORCLOracle Corp
Recent Activity
Decreased -0.61%
0.43%
$5.383M
32,301 shares@ $166.65 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Increased 13.72%
0.33%
$4.12M
7,646 shares@ $538.84 avg price
ODFLOld Dominion Freight Line Inc
Recent Activity
0.27%
$3.418M
19,374 shares@ $176.41 avg price
HONHoneywell Intl Inc
Recent Activity
0.27%
$3.375M
14,939 shares@ $225.9 avg price