'Investors are simply buying once the figures are out, judging that the market reaction has been overly pessimistic, as seen in the purchases of Axfood, Electrolux, and Boliden', says Elin Wiker, equity strategist at Avanza.
Regarding core holdings, savers increased their exposure to Investor, Astra Zeneca, and Volvo.
The sell side features stocks that have performed strongly, such as Nvidia and AMD, which have surged 30 and 60 percent respectively. Proceeds from these holdings have been rotated into companies that have faced more headwinds, such as Microsoft and Klarna.
'Equity investors are quite simply opting for a rotation within their US holdings', Elin Wiker notes.
| Most bought | Most sold |
| Investor B | Sivers Semiconductors |
| Avanza | Handelsbanken |
| Microsoft | Swedbank |
| Volvo | Nvidia |
| Astra Zeneca | Nordea |
| Axfood | EQT |
| Investor A | Advanced Micro Devices |
| Boliden | Sinch |
| Klarna | Castellum |
| Electrolux | SSAB |
