AM
AGF Management Portfolio holdings
AUM
$22.7B
1-Year Est. Return
35.75%
1 Year Est. Return
+35.75%
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
Exelixis
EXEL
$10.2B
| – | – |
-73,217
|
|
||
677
Expedia Group
EXPE
$26.2B
| – | – |
-2,413
|
|
||
678
Extra Space Storage
EXR
$27.9B
| – | – |
-3,830
|
|
||
679
FedEx
FDX
$59.4B
| – | – |
-2,139
|
|
||
680
Federal Realty Investment Trust
FRT
$8.29B
| – | – |
-4,738
|
|
||
681
Fortinet
FTNT
$65.3B
| – | – |
-5,546
|
|
||
682
General Motors
GM
$62.4B
| – | – |
-27,305
|
|
||
683
Globalstar
GSAT
$5.94B
| – | – |
-275,039
|
|
||
684
Hewlett Packard
HPE
$31.1B
| – | – |
-47,146
|
|
||
685
HP
HPQ
$24.2B
| – | – |
-79,694
|
|
||
686
Idexx Laboratories
IDXX
$57.8B
| – | – |
-952
|
|