AF

Avanza Fonder Portfolio holdings

AUM $3.86B
1-Year Est. Return 26.15%
This Quarter Est. Return
1 Year Est. Return
+26.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.38B
AUM Growth
+$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$17.1M
3
+$16.6M
4
INTU icon
Intuit
INTU
+$14.9M
5
GEV icon
GE Vernova
GEV
+$13.7M

Top Sells

1
+$14.4M
2
+$11.4M
3
+$9.83M
4
NVDA icon
NVIDIA
NVDA
+$8.89M
5
AMT icon
American Tower
AMT
+$6.77M

Sector Composition

1 Technology 37.73%
2 Consumer Discretionary 14.58%
3 Financials 12.02%
4 Communication Services 10.72%
5 Healthcare 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
26
IBM
IBM
$289B
$18M 0.53%
60,957
+2,839
PEP icon
27
PepsiCo
PEP
$201B
$17.8M 0.53%
134,600
+4,505
CRM icon
28
Salesforce
CRM
$246B
$17.2M 0.51%
62,979
+6,862
BSX icon
29
Boston Scientific
BSX
$150B
$17M 0.5%
158,093
+11,646
QCOM icon
30
Qualcomm
QCOM
$193B
$16.2M 0.48%
101,932
+2,044
RY icon
31
Royal Bank of Canada
RY
$205B
$16.1M 0.48%
89,951
+5,261
INTU icon
32
Intuit
INTU
$184B
$15.2M 0.45%
19,266
+18,918
DIS icon
33
Walt Disney
DIS
$203B
$15M 0.44%
120,699
-13,973
SYK icon
34
Stryker
SYK
$142B
$14.9M 0.44%
37,717
+1,326
AMGN icon
35
Amgen
AMGN
$157B
$14.7M 0.44%
52,661
+2,513
GS icon
36
Goldman Sachs
GS
$246B
$14.7M 0.43%
20,745
-3,003
NOW icon
37
ServiceNow
NOW
$196B
$14.6M 0.43%
14,244
+662
T icon
38
AT&T
T
$176B
$14.2M 0.42%
490,870
+15,035
GILD icon
39
Gilead Sciences
GILD
$149B
$14M 0.42%
126,465
+6,804
GEV icon
40
GE Vernova
GEV
$157B
$13.7M 0.41%
+25,957
TJX icon
41
TJX Companies
TJX
$159B
$13.6M 0.4%
110,326
+4,230
AMAT icon
42
Applied Materials
AMAT
$186B
$13.2M 0.39%
71,997
-6,120
PFE icon
43
Pfizer
PFE
$139B
$13.1M 0.39%
539,070
+8,008
ACN icon
44
Accenture
ACN
$156B
$12.9M 0.38%
43,256
+1,458
BKNG icon
45
Booking.com
BKNG
$166B
$12.9M 0.38%
2,226
-171
VZ icon
46
Verizon
VZ
$165B
$12.7M 0.38%
292,795
+9,598
AXP icon
47
American Express
AXP
$250B
$11.7M 0.35%
36,702
-5,353
LOW icon
48
Lowe's Companies
LOW
$136B
$11.7M 0.35%
52,661
-1,352
DE icon
49
Deere & Co
DE
$128B
$11.6M 0.34%
22,854
-2,108
MS icon
50
Morgan Stanley
MS
$264B
$11.6M 0.34%
82,494
-11,426
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