Agf Management Ltd Top Holdings and 13F Report (2023) About Agf Management LtdInvestment ActivityAgf Management Ltd has $18.94 billion in total holdings as of December 31, 2022.Agf Management Ltd owns shares of 662 different stocks, but just 97 companies or ETFs make up 80% of its holdings.Approximately 19.94% of the portfolio was purchased this quarter.About 18.55% of the portfolio was sold this quarter.This quarter, Agf Management Ltd has purchased 690 new stocks and bought additional shares in 287 stocks.Agf Management Ltd sold shares of 271 stocks and completely divested from 91 stocks this quarter.Largest Holdings Amazon.com $656,960,169NVIDIA $643,137,216Boston Scientific $478,906,817Alphabet $469,823,845Intuitive Surgical $427,660,197 Largest New Holdings this Quarter 03990B101 - Ares Management $224,041,778 Holding90353T100 - Uber Technologies $123,980,033 Holding26142V105 - DraftKings $83,622,182 Holding67059N108 - Nutanix $11,941,140 Holding26622P107 - Doximity $11,130,038 Holding Largest Purchases this Quarter Alphabet 2,204,016 shares (about $340.83M)Technology Select Sector SPDR Fund 1,093,528 shares (about $225.79M)Ares Management 1,528,148 shares (about $224.04M)Chesapeake Energy 1,653,950 shares (about $184.12M)CRH PLC 2,017,484 shares (about $177.48M) Largest Sales this Quarter T-Mobile US 1,007,776 shares (about $268.78M)HEICO 925,711 shares (about $247.34M)Constellation Energy 891,974 shares (about $179.85M)Intercontinental Exchange 956,208 shares (about $164.95M)UnitedHealth Group 213,375 shares (about $111.76M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAgf Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$656,960,169$1,721,853 ▲0.3%3,452,9603.5%Retail/WholesaleNVDANVIDIA$643,137,216$90,691,192 ▼-12.4%5,934,0953.4%Computer and TechnologyBSXBoston Scientific$478,906,817$5,026,750 ▼-1.0%4,747,2922.5%MedicalGOOGLAlphabet$469,823,845$340,829,034 ▲264.2%3,038,1782.5%Computer and TechnologyISRGIntuitive Surgical$427,660,197$12,303,002 ▲3.0%863,4892.3%MedicalLLYEli Lilly and Company$416,681,505$76,523,039 ▼-15.5%504,5122.2%MedicalMETAMeta Platforms$404,555,152$91,008,396 ▲29.0%701,9142.1%Computer and TechnologyCHKChesapeake Energy$404,510,831$184,117,714 ▲83.5%3,633,7662.1%EnergyRYRoyal Bank of Canada$329,176,894$44,791,112 ▲15.8%2,581,7441.7%FinanceAVGOBroadcom$306,874,745$12,741,256 ▲4.3%1,832,8541.6%Computer and TechnologyCRH PLC$268,485,408$177,478,068 ▲195.0%3,052,0111.4%COMMSFTMicrosoft$256,162,009$10,893,818 ▼-4.1%682,3891.4%Computer and TechnologyTDToronto-Dominion Bank$255,768,049$91,516,833 ▼-26.4%3,680,0601.4%FinanceHOODRobinhood Markets$239,053,418$177,128,976 ▲286.0%5,743,7151.3%FinanceXLKTechnology Select Sector SPDR Fund$233,819,604$225,791,662 ▲2,812.6%1,132,4081.2%ETFRJFRaymond James$225,249,372$105,257,803 ▼-31.8%1,621,5491.2%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$225,072,397$100,204,109 ▲80.2%2,453,6401.2%ETFARESAres Management$224,041,778$224,041,778 ▲New Holding1,528,1481.2%FinanceHWMHowmet Aerospace$213,157,028$3,536,440 ▼-1.6%1,643,0821.1%AerospaceICEIntercontinental Exchange$205,874,268$164,945,882 ▼-44.5%1,193,4741.1%FinanceCNQCanadian Natural Resources$183,816,547$45,586,163 ▼-19.9%5,712,4621.0%EnergyTJXTJX Companies$182,048,132$5,170,288 ▼-2.8%1,494,6481.0%Retail/WholesalePRIPrimerica$180,739,431$1,756,688 ▼-1.0%635,2211.0%FinanceVTIVanguard Total Stock Market ETF$176,042,298$177,379 ▲0.1%641,1330.9%ETFCRWDCrowdStrike$173,794,086$173,371,343 ▲41,011.0%492,9210.9%Computer and TechnologyCheniere Energy Inc.$168,749,607$60,814,697 ▲56.3%729,2550.9%COMNOWServiceNow$167,432,223$2,679,011 ▼-1.6%210,3050.9%Computer and TechnologyCCJCameco$166,205,531$26,526,596 ▲19.0%4,037,6460.9%Basic MaterialsABBVAbbVie$160,792,360$50,716,204 ▼-24.0%767,4320.8%MedicalSPOTSpotify Technology$157,565,444$38,382,743 ▼-19.6%286,4670.8%Business ServicesAMPAmeriprise Financial$151,994,080$34,719,885 ▼-18.6%313,9660.8%FinanceHUBSHubSpot$150,012,185$79,473,295 ▼-34.6%262,5850.8%Computer and TechnologyVVisa$148,365,488$30,240,492 ▼-16.9%423,3450.8%Business ServicesAAPLApple$146,626,902$135,302,937 ▲1,194.8%660,0950.8%Computer and TechnologyAXONAxon Enterprise$145,934,295$2,999,493 ▼-2.0%277,4680.8%AerospaceENBEnbridge$145,415,328$51,484,372 ▼-26.1%2,913,7000.8%EnergyLPLALPL Financial$143,105,430$781,210 ▲0.5%437,4440.8%FinanceJPMJPMorgan Chase & Co.$143,065,590$5,212,625 ▼-3.5%583,2270.8%FinanceXLFFinancial Select Sector SPDR Fund$139,154,894$18,074,057 ▼-11.5%2,793,7140.7%ETFSUSuncor Energy$137,926,200$32,412,269 ▼-19.0%2,875,4770.7%EnergyAEMAgnico Eagle Mines$135,502,643$15,726,970 ▼-10.4%1,250,6900.7%Basic MaterialsLinde PLC$135,066,798$11,335,075 ▼-7.7%290,0670.7%COMETNEaton$134,498,768$35,402,052 ▲35.7%494,7900.7%IndustrialsSESEA$128,252,488$80,980,398 ▲171.3%982,8530.7%Computer and TechnologyWMWaste Management$125,538,390$3,954,654 ▼-3.1%542,2590.7%Business ServicesUBERUber Technologies$123,980,033$123,980,033 ▲New Holding1,701,6200.7%Computer and TechnologySLFSun Life Financial$122,948,424$57,914 ▲0.0%1,844,8480.6%FinanceADIAnalog Devices$121,239,166$20,468,094 ▲20.3%601,1760.6%Computer and TechnologyBNBrookfield$119,534,536$20,034,776 ▲20.1%2,274,1170.6%FinanceCPCanadian Pacific Kansas City$119,248,643$22,266,411 ▲23.0%1,696,7420.6%TransportationHDHome Depot$115,776,390$115,491,627 ▲40,557.1%315,9060.6%Retail/WholesaleMELIMercadoLibre$115,425,174$11,556,954 ▲11.1%59,1660.6%Retail/WholesaleHLTHilton Worldwide$114,573,473$1,821,083 ▼-1.6%503,5090.6%Consumer DiscretionaryMDLZMondelez International$112,955,327$2,021,930 ▼-1.8%1,664,7800.6%Consumer StaplesMSIMotorola Solutions$106,963,988$27,885,870 ▲35.3%244,3160.6%Computer and TechnologyVOOVanguard S&P 500 ETF$106,544,334$8,657,328 ▲8.8%207,3210.6%ETFPMPhilip Morris International$101,704,668$3,903,012 ▼-3.7%640,7400.5%Consumer StaplesKKRKKR & Co. Inc.$100,602,782$99,478,937 ▲8,851.7%870,1910.5%FinanceFTECFidelity MSCI Information Technology Index ETF$98,046,032$2,680,146 ▲2.8%607,9620.5%ETFTMOThermo Fisher Scientific$97,891,355$31,448,818 ▲47.3%196,7270.5%MedicalPWRQuanta Services$97,248,505$93,443,939 ▼-49.0%382,5970.5%ConstructionSHOPShopify$95,935,628$56,219,673 ▼-36.9%1,003,8710.5%Computer and TechnologyJNJJohnson & Johnson$95,512,231$340,635 ▲0.4%575,9300.5%MedicalIBKRInteractive Brokers Group$92,461,647$1,423,743 ▲1.6%558,3770.5%FinanceCBChubb$91,062,071$2,739,653 ▼-2.9%301,5400.5%FinanceMFCManulife Financial$90,595,450$35,262,687 ▲63.7%2,433,1400.5%FinanceACMAECOM$89,461,917$8,611,279 ▲10.7%964,7570.5%ConstructionLam Research Corp.$88,784,148$38,926,125 ▼-30.5%1,221,2400.5%COMDKNGDraftKings$83,622,182$83,622,182 ▲New Holding2,517,9820.4%Consumer DiscretionaryNOCNorthrop Grumman$83,598,433$1,354,778 ▼-1.6%163,2750.4%AerospaceBIPBrookfield Infrastructure Partners$80,763,539$80,544,528 ▲36,776.5%2,714,8510.4%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$80,305,007$11,893,806 ▼-12.9%406,6900.4%FinanceAFLAflac$79,921,822$2,422,830 ▼-2.9%718,7860.4%FinanceVEAVanguard FTSE Developed Markets ETF$78,844,292$352,506 ▲0.4%1,551,1370.4%ETFCNICanadian National Railway$78,228,553$33,180,917 ▼-29.8%646,9780.4%TransportationWMBWilliams Companies$78,027,263$47,330 ▼-0.1%1,305,6770.4%EnergyBAMBrookfield Asset Management$77,741,708$29,300,614 ▲60.5%1,603,6080.4%FinanceCMGChipotle Mexican Grill$75,618,017$30,853,091 ▲68.9%1,506,0350.4%Retail/WholesaleHONHoneywell International$75,555,365$1,510,836 ▼-2.0%356,8140.4%Multi-Sector ConglomeratesGranite REIT$75,147,346$3,750,103 ▲5.3%1,612,8380.4%REITCOSTCostco Wholesale$74,031,875$37,895,513 ▲104.9%78,2760.4%Retail/WholesaleBMOBank of Montreal$71,068,821$38,732,426 ▼-35.3%634,8050.4%FinanceXLVHealth Care Select Sector SPDR Fund$70,299,289$69,638,594 ▲10,540.2%481,4690.4%ETFVVVanguard Large-Cap ETF$69,267,271$1,346,837 ▼-1.9%269,4910.4%ETFIBNICICI Bank$68,996,177$16,614,413 ▲31.7%2,188,9650.4%FinanceXLCCommunication Services Select Sector SPDR Fund$68,134,402$1,895,821 ▼-2.7%706,4220.4%ETFBACBank of America$67,917,244$27,314,789 ▲67.3%1,627,5400.4%FinanceAPHAmphenol$67,183,377$42,772,878 ▲175.2%1,024,2930.4%Computer and TechnologyNTRNutrien$66,115,840$1,779,731 ▼-2.6%1,005,4100.3%Basic MaterialsAERAerCap$66,075,995$46,340,940 ▼-41.2%646,7260.3%TransportationTRPTC Energy$65,450,759$12,694,329 ▲24.1%1,063,2560.3%EnergyACNAccenture$63,179,365$4,361,383 ▲7.4%202,4720.3%Computer and TechnologyINTUIntuit$62,286,830$90,954,637 ▼-59.4%101,4460.3%Computer and TechnologyWCNWaste Connections$59,414,450$25,037,200 ▼-29.6%304,8250.3%Business ServicesCRMSalesforce$58,748,566$58,567,960 ▲32,428.5%218,9170.3%Computer and TechnologyFNCLFidelity MSCI Financials Index ETF$57,627,492$5,419,988 ▲10.4%828,9340.3%ETFVGTVanguard Information Technology ETF$56,390,163$5,868,009 ▼-9.4%103,9680.3%ETFCCLCarnival Co. &$56,074,907$55,693,545 ▲14,603.8%2,871,2190.3%Consumer DiscretionaryTRIThomson Reuters$55,986,045$24,591,863 ▼-30.5%321,1680.3%Business ServicesMTBM&T Bank$55,981,461$25,810,427 ▲85.5%313,1830.3%FinanceShowing largest 100 holdings. 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