AM
AGF Management Portfolio holdings
AUM
$22.1B
1-Year Return
33.69%
This Quarter Return
+5.94%
1 Year Return
+33.69%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$14.6B
AUM Growth
+$805M
(+5.8%)
Cap. Flow
+$291M
Cap. Flow
% of AUM
1.99%
Top 10 Holdings %
Top 10 Hldgs %
17.25%
Holding
852
New
94
Increased
265
Reduced
259
Closed
107
Top Buys
| 1 |
Las Vegas Sands
LVS
|
+$175M |
| 2 |
Boston Scientific
BSX
|
+$113M |
| 3 |
Linde
LIN
|
+$92.3M |
| 4 |
Honeywell
HON
|
+$91.2M |
| 5 |
Progressive
PGR
|
+$89.4M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$181M |
| 2 |
Constellation Brands
STZ
|
+$155M |
| 3 |
Bank of New York Mellon
BK
|
+$97.5M |
| 4 |
Qualcomm
QCOM
|
+$83.8M |
| 5 |
Charles Schwab
SCHW
|
+$70.8M |
Sector Composition
| 1 | Financials | 14.12% |
| 2 | Industrials | 13.68% |
| 3 | Technology | 12.92% |
| 4 | Energy | 10.65% |
| 5 | Consumer Discretionary | 9.88% |
