AM
AGF Management Portfolio holdings
AUM
$22.1B
1-Year Est. Return
33.69%
1 Year Est. Return
+33.69%
AUM
$22.1B
AUM Growth
+$3.11B
(+16%)
Holding
756
Top Buys
| 1 | +$330M | |
| 2 | +$325M | |
| 3 | +$299M | |
| 4 |
Netflix
NFLX
|
+$206M |
| 5 |
Amphenol
APH
|
+$174M |
Top Sells
| 1 | +$299M | |
| 2 | +$276M | |
| 3 | +$225M | |
| 4 |
Intuitive Surgical
ISRG
|
+$218M |
| 5 |
Boston Scientific
BSX
|
+$162M |
Sector Composition
| 1 | Financials | 19.31% |
| 2 | Technology | 17.86% |
| 3 | Industrials | 11.02% |
| 4 | Communication Services | 8.34% |
| 5 | Energy | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
676
VF Corp
VFC
$5.59B
| – | – |
-107,470
|
|
||
677
Viking Therapeutics
VKTX
$3.95B
| – | – |
-178,185
|
|
||
678
West Fraser Timber
WFG
$5.45B
| – | – |
-26,843
|
|
||
679
Wynn Resorts
WYNN
$12.1B
| – | – |
-29,542
|
|
||
680
Xylem
XYL
$35.7B
| – | – |
-35,770
|
|
||
681
Zillow
Z
$17.5B
| – | – |
-156,710
|
|
||
682
Zimmer Biomet
ZBH
$19.5B
| – | – |
-4,247
|
|
||
|
CNH
683
CNH Industrial
CNH
$12.8B
| – | – |
-211,995
|
|
||
|
WAY
684
Waystar Holding Corp
WAY
$6.99B
| – | – |
-229,874
|
|
||
|
SARO
685
StandardAero Inc
SARO
$9.58B
| – | – |
-10,000
|
|
||
|
BERY
686
DELISTED
Berry Global Group, Inc.
BERY
| – | – |
-46,621
|
|