AM

AGF Management Portfolio holdings

AUM $22.7B
1-Year Est. Return 35.75%
This Quarter Est. Return
1 Year Est. Return
+35.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.1B
AUM Growth
+$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Top Buys

1
+$309M
2
+$247M
3
+$193M
4
AVGO icon
Broadcom
AVGO
+$181M
5
UNH icon
UnitedHealth
UNH
+$105M

Top Sells

1
+$228M
2
+$152M
3
+$106M
4
ZTS icon
Zoetis
ZTS
+$98.5M
5
NTR icon
Nutrien
NTR
+$94.2M

Sector Composition

1 Technology 17.98%
2 Financials 16.84%
3 Industrials 11.21%
4 Healthcare 10.26%
5 Consumer Discretionary 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2.45M 0.01%
5,272
-2,292
402
$2.44M 0.01%
67,432
-21,226
403
$2.44M 0.01%
+8,852
404
$2.43M 0.01%
+137,126
405
$2.43M 0.01%
12,058
-3,070
406
$2.42M 0.01%
29,388
-12,068
407
$2.42M 0.01%
36,352
-7,486
408
$2.42M 0.01%
26,182
-2,110
409
$2.42M 0.01%
16,012
-4,298
410
$2.41M 0.01%
+44,830
411
$2.41M 0.01%
21,284
-1,826
412
$2.4M 0.01%
23,546
-6,564
413
$2.4M 0.01%
22,228
-12,228
414
$2.4M 0.01%
34,090
-8,348
415
$2.4M 0.01%
+27,874
416
$2.4M 0.01%
204,558
-83,126
417
$2.39M 0.01%
+27,876
418
$2.39M 0.01%
6,590
-1,392
419
$2.38M 0.01%
45,774
-15,574
420
$2.38M 0.01%
56,888
-5,860
421
$2.38M 0.01%
26,229
+21,443
422
$2.38M 0.01%
21,284
-2,808
423
$2.38M 0.01%
+10,170
424
$2.37M 0.01%
11,114
-3,450
425
$2.37M 0.01%
+12,806
15 16
17
18 19