Avity Investment Management Inc. has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.25 Billion distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $79.3M, Meta Platforms, Inc. with a value of $56.4M, Amazon Com Inc with a value of $54.2M, Microsoft Corp with a value of $54.1M, and Service Now, Inc. with a value of $47.5M.

Examining the 13F form we can see an increase of $22.8M in the current position value, from $1.23B to 1.25B.

Below you can find more details about Avity Investment Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.25 Billion
Technology: $390 Million
Healthcare: $178 Million
Financial Services: $177 Million
Consumer Cyclical: $119 Million
Communication Services: $114 Million
Industrials: $78.4 Million
Consumer Defensive: $55.1 Million
Utilities: $43.3 Million
Other: $92.5 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $1.25 Billion
  • Prior Value $1.23 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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