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
COR icon
101
Cencora
COR
$66.2B
$6.01M 0.18%
20,051
+1,827
BNS icon
102
Scotiabank
BNS
$81.5B
$5.98M 0.18%
79,462
+8,169
KKR icon
103
KKR & Co
KKR
$106B
$5.95M 0.18%
44,691
-6,974
CVS icon
104
CVS Health
CVS
$97.6B
$5.92M 0.18%
85,882
-5,480
AJG icon
105
Arthur J. Gallagher & Co
AJG
$67.5B
$5.91M 0.18%
18,455
+60
ELV icon
106
Elevance Health
ELV
$72.5B
$5.88M 0.17%
15,105
WCN icon
107
Waste Connections
WCN
$43.6B
$5.86M 0.17%
23,023
+2,150
CDNS icon
108
Cadence Design Systems
CDNS
$91.4B
$5.85M 0.17%
18,977
+1,244
CM icon
109
Canadian Imperial Bank of Commerce
CM
$76.7B
$5.84M 0.17%
60,397
AZO icon
110
AutoZone
AZO
$61.8B
$5.8M 0.17%
1,563
+144
FCX icon
111
Freeport-McMoran
FCX
$60B
$5.5M 0.16%
126,939
-2,042
MRVL icon
112
Marvell Technology
MRVL
$77.2B
$5.47M 0.16%
70,699
-12,837
EQIX icon
113
Equinix
EQIX
$82.5B
$5.45M 0.16%
6,857
+534
AON icon
114
Aon
AON
$70.7B
$5.45M 0.16%
15,282
JCI icon
115
Johnson Controls International
JCI
$75.1B
$5.45M 0.16%
51,617
+1,139
MCO icon
116
Moody's
MCO
$85.7B
$5.29M 0.16%
10,550
-1,385
CMG icon
117
Chipotle Mexican Grill
CMG
$44.9B
$5.14M 0.15%
91,453
+8,145
DLR icon
118
Digital Realty Trust
DLR
$58.6B
$5.13M 0.15%
29,444
-1,517
REGN icon
119
Regeneron Pharmaceuticals
REGN
$69.2B
$5.11M 0.15%
9,737
+838
SNPS icon
120
Synopsys
SNPS
$82B
$5.05M 0.15%
9,858
-1,017
FDX icon
121
FedEx
FDX
$59.1B
$4.99M 0.15%
21,972
-304
RCL icon
122
Royal Caribbean
RCL
$78.3B
$4.97M 0.15%
15,879
-2,218
PNC icon
123
PNC Financial Services
PNC
$71.9B
$4.94M 0.15%
26,495
-4,383
EW icon
124
Edwards Lifesciences
EW
$48.9B
$4.89M 0.14%
62,561
-141
PYPL icon
125
PayPal
PYPL
$64.1B
$4.89M 0.14%
65,812
+5,957
3 4
5
6 7