Agf Management Ltd Top Holdings and 13F Report (2023) → Gold Set to EXPLODE! (From Gold Safe Exchange) (Ad) About Agf Management LtdInvestment ActivityAgf Management Ltd has $18.04 billion in total holdings as of December 31, 2022.Agf Management Ltd owns shares of 707 different stocks, but just 109 companies or ETFs make up 80% of its holdings.Approximately 17.71% of the portfolio was purchased this quarter.About 15.44% of the portfolio was sold this quarter.This quarter, Agf Management Ltd has purchased 720 new stocks and bought additional shares in 194 stocks.Agf Management Ltd sold shares of 363 stocks and completely divested from 106 stocks this quarter.Largest Holdings Amazon.com $640,836,071NVIDIA $555,522,241Eli Lilly and Company $411,707,323Intuitive Surgical $342,487,863Boston Scientific $332,476,281 Largest New Holdings this Quarter Constellation Energy $52,098,679 HoldingASML $49,083,461 HoldingAxon Enterprise $47,243,003 Holdingmonday.com $46,832,789 HoldingJohnson Controls International $33,194,056 Holding Largest Purchases this Quarter Technology Select Sector SPDR Fund 1,511,736 shares (about $314.85M)Intercontinental Exchange 1,253,479 shares (about $172.27M)Health Care Select Sector SPDR Fund 984,621 shares (about $145.46M)IQVIA 570,459 shares (about $144.26M)Brookfield 2,757,306 shares (about $114.51M) Largest Sales this Quarter Palo Alto Networks 1,059,328 shares (about $300.99M)Arista Networks 529,584 shares (about $153.57M)Quanta Services 533,477 shares (about $138.60M)Bank of Montreal 1,422,375 shares (about $99.17M)Bank of Nova Scotia 426,982 shares (about $82.56M) 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$640,836,071$530,947 ▲0.1%3,554,5203.6%Retail/WholesaleNVDANVIDIA$555,522,241$5,768,327 ▼-1.0%614,8153.1%Computer and TechnologyLLYEli Lilly and Company$411,707,323$73,766,945 ▲21.8%529,2142.3%MedicalISRGIntuitive Surgical$342,487,863$908,329 ▲0.3%858,1721.9%MedicalBSXBoston Scientific$332,476,281$304,164 ▼-0.1%4,854,3771.8%MedicalXLKTechnology Select Sector SPDR Fund$323,293,564$314,849,257 ▲3,728.5%1,552,2811.8%ETFRJFRaymond James$282,836,574$7,012,888 ▲2.5%2,202,4341.6%FinanceTDToronto-Dominion Bank$274,547,701$48,087,963 ▲21.2%4,648,7081.5%FinanceICEIntercontinental Exchange$273,419,734$172,265,619 ▲170.3%1,989,5201.5%FinanceHUBSHubSpot$255,048,140$39,757,112 ▲18.5%407,0611.4%Computer and TechnologyRYRoyal Bank of Canada$253,387,894$4,382,227 ▼-1.7%2,750,9261.4%FinanceMPCMarathon Petroleum$245,523,317$414,284 ▼-0.2%1,218,4781.4%Oils/EnergyMSFTMicrosoft$222,953,186$11,600,463 ▼-4.9%536,3541.2%Computer and TechnologyLRCXLam Research$216,702,859$17,906,035 ▼-7.6%223,0441.2%Computer and TechnologyPWRQuanta Services$214,883,438$138,597,325 ▼-39.2%827,1111.2%ConstructionCheniere Energy Inc.$211,658,066$2,071,319 ▼-1.0%1,312,3641.2%COMCNQCanadian Natural Resources$211,065,306$3,111,167 ▼-1.5%2,837,2551.2%Oils/EnergyENBEnbridge$187,514,958$25,497,787 ▼-12.0%5,075,3821.0%Oils/EnergyJJacobs Solutions$186,364,112$702,085 ▼-0.4%1,212,2821.0%Business ServicesHWMHowmet Aerospace$186,321,957$195,436 ▲0.1%2,722,8111.0%ConstructionTMUST-Mobile US$171,707,603$913,053 ▼-0.5%1,052,0011.0%Computer and TechnologyNOWServiceNow$169,382,408$767,737 ▼-0.5%222,1700.9%Computer and TechnologyPRIPrimerica$168,262,921$27,662,188 ▲19.7%665,1760.9%FinanceAMPAmeriprise Financial$163,456,132$198,175 ▲0.1%372,8130.9%FinanceVTIVanguard Total Stock Market ETF$162,863,715$1,123,157 ▲0.7%626,4230.9%ETFBAHBooz Allen Hamilton$159,028,225$2,662,271 ▼-1.6%1,071,3300.9%Business ServicesRCIRogers Communications$156,142,309$6,574,294 ▲4.4%3,456,5190.9%Consumer DiscretionaryINTUIntuit$153,604,100$63,001,900 ▲69.5%236,3140.9%Computer and TechnologyABBVAbbVie$147,056,494$34,874,517 ▼-19.2%807,5590.8%MedicalSLBSchlumberger$146,332,176$6,436,119 ▼-4.2%2,669,8080.8%Oils/EnergyXLVHealth Care Select Sector SPDR Fund$146,126,539$145,458,061 ▲21,759.6%989,1460.8%ETFIQVIQVIA$145,455,500$144,263,377 ▲12,101.4%575,1730.8%MedicalUNHUnitedHealth Group$143,139,961$40,746,955 ▲39.8%289,3470.8%MedicalBMOBank of Montreal$141,300,958$23,020,905 ▼-14.0%1,473,4680.8%FinanceSNPSSynopsys$136,633,648$65,792,223 ▲92.9%239,0790.8%Computer and TechnologyNTRNutrien$136,365,880$17,651,757 ▼-11.5%2,345,2210.8%Basic MaterialsXLYConsumer Discretionary Select Sector SPDR Fund$135,989,413$40,019,613 ▲41.7%739,5150.8%FinanceSHOPShopify$133,750,673$7,947,167 ▲6.3%1,733,3030.7%Computer and TechnologyBABoeing$132,781,752$230,430 ▼-0.2%688,0240.7%AerospaceACNAccenture$124,533,507$68,025,332 ▲120.4%359,2900.7%Business ServicesXLCCommunication Services Select Sector SPDR Fund$120,650,690$19,048,583 ▼-13.6%1,477,4760.7%ETFWMWaste Management$119,470,788$11,187,817 ▼-8.6%560,5010.7%Business ServicesHLTHilton Worldwide$115,966,835$2,675,974 ▲2.4%543,6540.6%Consumer DiscretionaryJPMJPMorgan Chase & Co.$115,727,198$3,738,761 ▼-3.1%580,6540.6%FinanceBNBrookfield$114,514,719$114,513,556 ▲9,847,521.4%2,757,3340.6%FinanceLPLALPL Financial$112,684,206$13,779,615 ▲13.9%426,5110.6%FinanceHEIHEICO$112,178,120$109,082,392 ▲3,523.6%587,3200.6%AerospaceMELIMercadoLibre$108,732,603$51,407 ▲0.0%71,9150.6%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$108,196,550$15,912,894 ▼-12.8%2,568,7690.6%ETFMDLZMondelez International$106,412,638$2,911,798 ▼-2.7%1,689,0160.6%Consumer StaplesCNICanadian National Railway$105,590,901$21,926,851 ▲26.2%922,6060.6%TransportationVVisa$102,438,767$8,164,653 ▼-7.4%380,1750.6%Business ServicesTUTELUS$102,184,602$22,505,367 ▲28.2%6,390,5130.6%UtilitiesIRMIron Mountain$102,130,751$22,642,802 ▲28.5%1,273,2920.6%FinanceNKENIKE$100,926,551$61,548,498 ▲156.3%1,075,3310.6%Consumer DiscretionaryTMOThermo Fisher Scientific$100,388,334$64,847,343 ▼-39.2%172,7230.6%MedicalNOCNorthrop Grumman$99,944,687$2,477,066 ▼-2.4%208,8010.6%AerospaceGOOGLAlphabet$98,932,955$63,398,750 ▲178.4%655,4890.5%Computer and TechnologyETNEaton$98,755,288$8,128,742 ▼-7.6%315,8350.5%Industrial ProductsAAPLApple$98,533,779$60,047,666 ▲156.0%574,6080.5%Computer and TechnologyHONHoneywell International$95,498,233$3,343,503 ▼-3.4%466,2800.5%Multi-Sector ConglomeratesXLIIndustrial Select Sector SPDR Fund$95,448,331$43,195,966 ▲82.7%757,7670.5%ETFSPOTSpotify Technology$90,745,973$34,726,337 ▲62.0%343,8650.5%Business ServicesBIPBrookfield Infrastructure Partners$90,608,392$90,282,557 ▲27,708.0%2,540,8210.5%FinanceSUSuncor Energy$90,067,175$26,448,736 ▼-22.7%2,772,3150.5%Oils/EnergyTJXTJX Companies$89,943,008$2,239,455 ▼-2.4%886,8370.5%Retail/WholesaleNEENextEra Energy$89,785,753$31,890,515 ▲55.1%1,404,8780.5%UtilitiesJNJJohnson & Johnson$88,588,865$4,358,652 ▼-4.7%616,0660.5%MedicalSLFSun Life Financial$88,081,465$9,250,503 ▲11.7%1,715,4480.5%FinanceACMAECOM$86,973,127$325,822 ▲0.4%886,7570.5%ConstructionMSIMotorola Solutions$85,985,740$28,064,719 ▼-24.6%242,2270.5%Computer and TechnologyAVGOBroadcom$85,523,406$49,298,625 ▼-36.6%64,5260.5%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$84,414,185$1,139,361 ▲1.4%1,682,5630.5%ETFGWWW.W. Grainger$84,043,222$299,086 ▼-0.4%82,6140.5%Industrial ProductsGRP.UGranite Real Estate Inc. Staple$80,439,898$14,222,803 ▼-15.0%1,409,3890.4%FinanceLinde PLC$80,138,846$57,663,436 ▼-41.8%172,5940.4%COMDuolingo Inc.$79,558,353$33,480,956 ▲72.7%360,6780.4%COMVOOVanguard S&P 500 ETF$78,407,938$5,909,245 ▲8.2%163,1120.4%ETFADIAnalog Devices$78,123,095$14,328,699 ▼-15.5%394,9800.4%Computer and TechnologyCBChubb$77,838,246$1,797,844 ▼-2.3%300,3830.4%FinanceANETArista Networks$77,771,186$153,568,768 ▼-66.4%268,1950.4%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$75,486,442$18,240,113 ▼-19.5%988,5600.4%ETFCPCanadian Pacific Kansas City$74,827,807$51,543,837 ▼-40.8%850,7930.4%TransportationLWLamb Weston$72,577,824$31,728,789 ▼-30.4%681,2900.4%Consumer StaplesVVVanguard Large-Cap ETF$70,564,245$260,140 ▲0.4%294,3120.4%ETFWMBWilliams Companies$70,538,701$1,995,186 ▼-2.8%1,810,0770.4%Oils/EnergyZTSZoetis$68,886,067$53,945,501 ▲361.1%407,1040.4%MedicalAERAerCap$68,562,082$35,171,521 ▲105.3%788,8860.4%FinanceHDHome Depot$67,888,377$67,484,830 ▲16,722.9%176,9770.4%Retail/WholesaleVGTVanguard Information Technology ETF$66,882,188$349,735 ▲0.5%127,5550.4%ETFCCJCameco$66,536,345$51,003,141 ▲328.3%1,536,9510.4%Basic MaterialsELFe.l.f. Beauty$66,473,969$56,348,823 ▲556.5%339,1010.4%Consumer StaplesWCNWaste Connections$65,149,962$37,542,175 ▼-36.6%378,9620.4%Business ServicesCVECenovus Energy$64,653,488$47,162,777 ▼-42.2%3,227,3680.4%Oils/EnergyAEMAgnico Eagle Mines$62,414,689$12,873,410 ▼-17.1%1,046,7230.3%Basic MaterialsDOXAmdocs$59,384,296$773,206 ▼-1.3%657,1240.3%Computer and TechnologyIBKRInteractive Brokers Group$58,966,682$48,040,885 ▲439.7%527,8550.3%FinanceAFLAflac$58,088,583$1,000,355 ▼-1.7%676,5500.3%FinanceTRPTC Energy$57,893,669$2,136,712 ▼-3.6%1,225,9290.3%Oils/EnergyROKRockwell Automation$57,852,311$6,328,270 ▲12.3%198,5800.3%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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