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
$904M
AUM Growth
+$74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$11.7M
3
+$7.51M
4
ECL icon
Ecolab
ECL
+$3.57M
5
ABT icon
Abbott
ABT
+$1.55M

Top Sells

1
+$24M
2
+$13.3M
3
+$4.26M
4
AAPL icon
Apple
AAPL
+$3.16M
5
ORCL icon
Oracle
ORCL
+$1.26M

Sector Composition

1 Technology 20.49%
2 Financials 19.18%
3 Healthcare 17.14%
4 Consumer Discretionary 12.57%
5 Communication Services 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,240
77
– –
-8,800
78
– –
-7,225
79
– –
-348,862
1 2 3
4