Aft, Forsyth & Company, Inc. Q4 2022 vs. Q1 2023 - A Detailed Look at the Biggest Fund Holdings

In the world of finance, 13F filings are perhaps the most informative documentation readily available. These filings, made every quarter by institutional investors with more than $100 million in assets under management, provide a comprehensive list of their top holdings. This data is highly coveted by both investors and analysts, as it gives a glimpse into the portfolio of influential investment funds. In this blog post, we'll look at the Q4 2022 vs. Q1 2023 13F holdings comparison of Aft, Forsyth & Company, Inc., one of the biggest fund houses in the world.

The Q4 2022 and Q1 2023 13F data for Aft, Forsyth & Company, Inc. provides insights into the fund's top holdings and how they have changed over time. According to the data, the biggest changes happened in the top ten holdings of the fund, which make up almost half of its total value.

The biggest holding for the fund at the end of Q4 2022 was NVIDIA CORPORATION (NVDA), with 33,568 shares and a value of $4.9 million. The next largest holding was APPLE INC (AAPL), with 41,603 shares valued at $5.4 million. MICROSOFT CORP (MSFT) rounds out the top three with 20,206 shares worth $4.8 million.

When we look at the Q1 2023 holdings, we see that the overall value of the top ten holdings has increased by approximately 10%. However, the shares for some of the companies have decreased slightly. For example, NVIDIA CORPORATION (NVDA) saw a 0.4% decrease in shares, while APPLE INC (AAPL) declined by 1.7%.

Despite these reductions in shares, companies such as SALESFORCE INC. (CRM) and PALO ALTO NETWORKS INC (PANW) have seen a great increase, with 49.3% and 42.7%, respectively. This indicates that the fund may be getting more bullish on these companies.

In contrast, companies such as JOHNSON & JOHNSON (JNJ) and AMGEN INC (AMGN) saw a significant decrease in shares. In the case of JNJ, shares decreased by 12.8%, while AMGN decreased by 9.7%. This suggests that the fund may be trimming its positions in these companies.

Meanwhile, other companies holding steady or increasing in value include ZOETIS INC (ZTS), TEXAS INSTRUMENTS INC (TXN), and PEPSICO INC (PEP).

In terms of sector distribution, the top ten holdings of the fund are primarily composed of technology (50.8%), healthcare (19.5%), and finance (10.8%) stocks.

Overall, the Q4 2022 vs. Q1 2023 13F holdings comparison of Aft, Forsyth & Company, Inc. shows that the fund maintains a diversified portfolio, with the majority of its holdings spread across industries. While there have been some changes in individual stock positions, the overall value of the holdings has increased. This data is valuable for both investors and analysts to gain insights into the investment strategies of some of the biggest fund houses in the world.