Avity Investment Management Inc. Portfolio Holdings
Avity Investment Management Inc.
- $1.21 Billion
- Q1 2025
Avity Investment Management Inc. has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.21 Billion distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $74.6M, Visa Inc. with a value of $55.4M, Meta Platforms, Inc. with a value of $53.9M, Amazon Com Inc with a value of $53.7M, and Marsh & Mclennan Companies, Inc. with a value of $49.1M.
Examining the 13F form we can see an decrease of $39.1M in the current position value, from $1.25B to 1.21B.
Below you can find more details about Avity Investment Management Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.21 Billion
Technology: $389 Million
Financial Services: $197 Million
Healthcare: $140 Million
Consumer Cyclical: $128 Million
Communication Services: $105 Million
Industrials: $73.4 Million
Consumer Defensive: $38 Million
Utilities: $37.1 Million
Other: $101 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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