Portfolio (Quarterly)
Guide ↗
AVITY INVESTMENT MANAGEMENT INC.
· CIK 0000926834| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 111,381 | $7.0M | 0.51% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 14,688 | $3.3M | 0.24% | SOLD |
| 3 | AON | AON PLC | Financial Services | 1,382 | $491K | 0.04% | SOLD |
| 4 | WH | WYNDHAM HOTELS & RESORTS INC | Consumer Cyclical | 5,385 | $437K | 0.03% | SOLD |
| 5 | WFC | WELLS FARGO & CO | Financial Services | 4,445 | $354K | 0.03% | SOLD |
| 6 | MTD | METTLER TOLEDO INTERNATIONAL | Healthcare | 280 | $353K | 0.03% | SOLD |
| 7 | SCHW | SCHWAB CHARLES CORP | Financial Services | 2,725 | $256K | 0.02% | SOLD |
Sector Allocation
Technology
39.4%
Financial Services
12.5%
Healthcare
10.7%
Industrials
10.5%
Consumer Cyclical
9.5%
Communication Services
5.0%
Consumer Defensive
4.5%
Utilities
3.3%
Energy
2.4%
Basic Materials
2.4%