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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
AAPLApple Inc
Recent Activity
Decreased -0.57%
6.65%
$84.777M
338,540 shares@ $250.43 avg price
AMZNAmazon.com Inc
Recent Activity
Decreased -0.72%
4.97%
$63.372M
288,853 shares@ $219.4 avg price
METAMeta Platforms Inc.
Recent Activity
Decreased -1.19%
4.47%
$57.025M
97,394 shares@ $585.52 avg price
NOWServicenow
Recent Activity
Decreased -2.69%
4.3%
$54.748M
51,643 shares@ $1060.12 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.58%
4.23%
$53.848M
127,753 shares@ $421.51 avg price
VVisa Inc
Recent Activity
Decreased -1.26%
4.09%
$52.079M
164,785 shares@ $316.04 avg price
APHAmphenol Corp
Recent Activity
Decreased -0.72%
3.73%
$47.539M
684,501 shares@ $69.45 avg price
GOOGAlphabet Inc Cl C
Recent Activity
Decreased -3.09%
3.64%
$46.418M
243,742 shares@ $190.45 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