AIM

Avity Investment Management Portfolio holdings

AUM $1.42B
1-Year Est. Return 19.66%
This Quarter Est. Return
1 Year Est. Return
+19.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$766M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$2.56M
3
+$1.66M
4
APC
Anadarko Petroleum
APC
+$1.48M
5
PPG icon
PPG Industries
PPG
+$1.07M

Top Sells

1
+$8.31M
2
+$5.75M
3
+$3.05M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.89M
5
MTD icon
Mettler-Toledo International
MTD
+$1.82M

Sector Composition

1 Financials 23.33%
2 Technology 18.02%
3 Healthcare 12.47%
4 Consumer Discretionary 9.51%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.03%
+1,150
77
– –
-4,750
78
– –
-594
79
– –
-8,557
80
– –
-50,797
1 2 3
4