AIM
Avity Investment Management Portfolio holdings
AUM
$1.35B
This Quarter Return
-12.17%
1 Year Return
+18.88%
3 Year Return
+82.92%
5 Year Return
+134.61%
10 Year Return
+353.26%
AUM
$974M
AUM Growth
+$974M
(-15%)
Cap. Flow
+$21.8M
Cap. Flow
% of AUM
2.24%
Top 10 Holdings %
Top 10 Hldgs %
41.7%
Holding
94
New
3
Increased
27
Reduced
34
Closed
9
Top Buys
| 1 |
Amazon
AMZN
|
$29.8M |
| 2 |
TJX Companies
TJX
|
$22.9M |
| 3 |
Amgen
AMGN
|
$16.6M |
| 4 |
PayPal
PYPL
|
$9M |
| 5 |
Abbott
ABT
|
$6.94M |
Top Sells
| 1 |
Marriott International Class A Common Stock
MAR
|
$17.5M |
| 2 |
Bank of America
BAC
|
$8.67M |
| 3 |
Walt Disney
DIS
|
$5.94M |
| 4 |
Fortive
FTV
|
$5.49M |
| 5 |
Bristol-Myers Squibb
BMY
|
$5.15M |
Sector Composition
| 1 | Technology | 22.2% |
| 2 | Healthcare | 19.83% |
| 3 | Financials | 17.03% |
| 4 | Consumer Discretionary | 10.51% |
| 5 | Communication Services | 9.01% |
