AM
AGF Management Portfolio holdings
AUM
$22.7B
1-Year Est. Return
35.75%
1 Year Est. Return
+35.75%
AUM
$22.7B
AUM Growth
+$677M
(+3.1%)
Holding
700
Top Buys
| 1 | +$651M | |
| 2 | +$260M | |
| 3 | +$260M | |
| 4 |
Pultegroup
PHM
|
+$174M |
| 5 |
Futu Holdings
FUTU
|
+$149M |
Top Sells
| 1 | +$401M | |
| 2 | +$382M | |
| 3 | +$194M | |
| 4 |
Broadcom
AVGO
|
+$164M |
| 5 |
Eli Lilly
LLY
|
+$152M |
Sector Composition
| 1 | Technology | 20.71% |
| 2 | Financials | 17.91% |
| 3 | Industrials | 10.68% |
| 4 | Consumer Discretionary | 9.56% |
| 5 | Communication Services | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
626
Tradeweb Markets
TW
$23.2B
| – | – |
-129,576
|
|
||
627
Vertiv
VRT
$68.7B
| – | – |
-3,306
|
|
||
628
Astera Labs
ALAB
$26.6B
| – | – |
-121,981
|
|
||
|
XYZ
629
Block Inc
XYZ
$40.6B
| – | – |
-3,927
|
|
||
|
FLYY
630
DELISTED
Spirit Aviation Holdings, Inc.
FLYY
| – | – |
-522,695
|
|