AIM
Avity Investment Management Portfolio holdings
AUM
$1.42B
1-Year Est. Return
19.66%
1 Year Est. Return
+19.66%
AUM
$1.35B
AUM Growth
+$109M
(+8.8%)
Holding
110
Top Buys
| 1 | +$31.8M | |
| 2 | +$13.1M | |
| 3 | +$12.9M | |
| 4 |
Palo Alto Networks
PANW
|
+$10.2M |
| 5 |
Carrier Global
CARR
|
+$7.09M |
Top Sells
| 1 | +$24.6M | |
| 2 | +$19.3M | |
| 3 | +$7.76M | |
| 4 |
Visa
V
|
+$6.24M |
| 5 |
Accenture
ACN
|
+$5.63M |
Sector Composition
| 1 | Technology | 35.3% |
| 2 | Financials | 14.21% |
| 3 | Consumer Discretionary | 10.56% |
| 4 | Healthcare | 9.35% |
| 5 | Communication Services | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
CONMED
CNMD
$1.36B
| $233K | 0.02% |
4,465
-1,100
|
|
||
102
Zscaler
ZS
$38.5B
| $228K | 0.02% |
+725
|
|
||
103
Schwab U.S Small- Cap ETF
SCHA
$19B
| $211K | 0.02% |
8,325
-335
|
|
||
104
Steris
STE
$25.4B
| $210K | 0.02% |
+876
|
|
||
105
Charles Schwab
SCHW
$164B
| $201K | 0.01% |
+2,200
|
|
||
106
Tesla
TSLA
$1.43T
| $200K | 0.01% |
+631
|
|
||
107
Huntington Bancshares
HBAN
$25.9B
| $168K | 0.01% |
10,000
|
|
||
108
Corvus Pharmaceuticals
CRVS
$601M
| $131K | 0.01% |
32,680
|
|
||
109
Nike
NKE
$96B
| – | – |
-25,701
|
|
||
110
Pfizer
PFE
$143B
| – | – |
-8,622
|
|