AIM
Avity Investment Management Portfolio holdings
AUM
$1.35B
1-Year Est. Return
18.88%
1 Year Est. Return
+18.88%
AUM
$1.24B
AUM Growth
-$38.5M
(-3%)
Holding
112
Top Buys
| 1 | +$28.1M | |
| 2 | +$22.5M | |
| 3 | +$4.77M | |
| 4 |
NextEra Energy
NEE
|
+$3.86M |
| 5 |
Uber
UBER
|
+$3.25M |
Top Sells
| 1 | +$26.1M | |
| 2 | +$8.11M | |
| 3 | +$8.06M | |
| 4 |
Mettler-Toledo International
MTD
|
+$5.64M |
| 5 |
RTX Corp
RTX
|
+$3.52M |
Sector Composition
| 1 | Technology | 31.22% |
| 2 | Financials | 15.97% |
| 3 | Healthcare | 13.79% |
| 4 | Consumer Discretionary | 10.24% |
| 5 | Communication Services | 8.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Huntington Bancshares
HBAN
$24.6B
| $150K | 0.01% |
10,000
|
|
||
102
Corvus Pharmaceuticals
CRVS
$655M
| $104K | 0.01% |
32,680
+3,000
|
|
||
103
Allstate
ALL
$56.1B
| – | – |
-1,229
|
|
||
104
Diageo
DEO
$52.6B
| – | – |
-4,340
|
|
||
105
L3Harris
LHX
$54.1B
| – | – |
-1,460
|
|
||
106
Lockheed Martin
LMT
$108B
| – | – |
-468
|
|
||
107
Owens Corning
OC
$8.37B
| – | – |
-1,495
|
|
||
108
Otis Worldwide
OTIS
$34.6B
| – | – |
-2,582
|
|
||
109
Teleflex
TFX
$4.73B
| – | – |
-1,390
|
|
||
110
Tesla
TSLA
$1.34T
| – | – |
-712
|
|
||
111
UnitedHealth
UNH
$292B
| – | – |
-1,048
|
|