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
$841M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$6.51M
3
+$3.05M
4
ABT icon
Abbott
ABT
+$2.25M
5
XOM icon
Exxon Mobil
XOM
+$1.27M

Top Sells

1
+$16M
2
+$12.9M
3
+$3.82M
4
V icon
Visa
V
+$3.11M
5
ECL icon
Ecolab
ECL
+$2.22M

Sector Composition

1 Technology 19.74%
2 Financials 16.89%
3 Healthcare 16.08%
4 Consumer Discretionary 15.52%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$214K 0.03%
+2,475
77
$204K 0.02%
+6,269
78
$138K 0.02%
10,000
79
– –
-3,888
80
– –
-17,770
81
– –
-242,867
82
– –
-4,862
83
– –
-5,450
1 2 3
4