Agf Management Ltd Top Holdings and 13F Report (2023) About Agf Management LtdInvestment ActivityAgf Management Ltd has $19.75 billion in total holdings as of December 31, 2022.Agf Management Ltd owns shares of 681 different stocks, but just 104 companies or ETFs make up 80% of its holdings.Approximately 11.68% of the portfolio was purchased this quarter.About 7.69% of the portfolio was sold this quarter.This quarter, Agf Management Ltd has purchased 689 new stocks and bought additional shares in 351 stocks.Agf Management Ltd sold shares of 208 stocks and completely divested from 81 stocks this quarter.Largest Holdings NVIDIA $771,112,061Amazon.com $629,727,390Eli Lilly and Company $510,259,800Intuitive Surgical $428,699,888Boston Scientific $412,054,740 Largest New Holdings this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $71,292,944 HoldingToll Brothers $14,416,852 HoldingAmentum Holdings Inc. $11,783,376 HoldingZillow Group $8,629,519 HoldingHudbay Minerals $6,550,912 Holding Largest Purchases this Quarter Technology Select Sector SPDR Fund 1,412,416 shares (about $318.87M)Broadcom 910,696 shares (about $157.10M)Health Care Select Sector SPDR Fund 911,717 shares (about $140.42M)AstraZeneca 1,333,623 shares (about $103.90M)Home Depot 204,665 shares (about $82.93M) Largest Sales this Quarter T-Mobile US 1,052,801 shares (about $217.26M)Brookfield Infrastructure Partners 3,197,185 shares (about $112.03M)Thermo Fisher Scientific 120,794 shares (about $74.72M)TELUS 4,250,402 shares (about $71.95M)Accenture 192,216 shares (about $67.94M) 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 PortfolioSectorNVDANVIDIA$771,112,061$16,249,279 ▲2.2%6,349,7373.9%Computer and TechnologyAMZNAmazon.com$629,727,390$12,381,070 ▲2.0%3,379,6353.2%Retail/WholesaleLLYEli Lilly and Company$510,259,800$42,339,958 ▲9.0%575,9532.6%MedicalISRGIntuitive Surgical$428,699,888$3,461,980 ▼-0.8%872,6362.2%MedicalBSXBoston Scientific$412,054,740$5,831,642 ▲1.4%4,917,1212.1%MedicalTDToronto-Dominion Bank$352,403,452$23,311,282 ▲7.1%5,098,3521.8%FinanceICEIntercontinental Exchange$335,488,126$19,210,777 ▼-5.4%2,088,4471.7%FinanceXLKTechnology Select Sector SPDR Fund$327,847,769$318,867,036 ▲3,550.6%1,452,1961.7%ETFRJFRaymond James$319,763,021$3,759,032 ▲1.2%2,611,1631.6%FinanceRYRoyal Bank of Canada$316,988,465$24,266,170 ▼-7.1%2,258,3801.6%FinanceBAHBooz Allen Hamilton$288,552,647$3,623,363 ▲1.3%1,772,8721.5%Business ServicesIRMIron Mountain$264,379,638$2,440,412 ▼-0.9%2,224,8561.3%FinanceHEIHEICO$252,443,512$4,051,894 ▲1.6%965,4411.3%AerospaceCNQCanadian Natural Resources$243,672,172$38,565,882 ▲18.8%7,137,3811.2%Oils/EnergyCEGConstellation Energy$243,428,644$3,891,979 ▲1.6%936,1921.2%Oils/EnergyAMPAmeriprise Financial$238,946,306$1,853,400 ▲0.8%508,6021.2%FinanceMSFTMicrosoft$231,438,146$5,311,193 ▼-2.2%537,8531.2%Computer and TechnologyPWRQuanta Services$230,193,863$5,296,337 ▲2.4%772,0741.2%ConstructionHUBSHubSpot$220,302,482$3,786,055 ▲1.7%414,4141.1%Computer and TechnologyTMUST-Mobile US$216,225,865$1,233,414 ▼-0.6%1,047,8091.1%Computer and TechnologyENBEnbridge$208,683,849$11,439,824 ▲5.8%4,820,1421.1%Oils/EnergyNOWServiceNow$199,884,538$1,484,687 ▲0.7%223,4871.0%Computer and TechnologyVVisa$188,756,474$47,890,241 ▲34.0%686,5121.0%Business ServicesVTIVanguard Total Stock Market ETF$179,705,071$778,289 ▲0.4%634,5070.9%ETFPRIPrimerica$177,186,753$999,085 ▲0.6%668,2510.9%FinanceHWMHowmet Aerospace$175,640,807$1,368,212 ▲0.8%1,752,0280.9%AerospaceAVGOBroadcom$168,054,329$157,095,059 ▲1,433.4%974,2280.9%Computer and TechnologyINTUIntuit$164,506,005$10,134,720 ▲6.6%264,9050.8%Computer and TechnologyLRCXLam Research$155,277,174$71,475,551 ▲85.3%190,2720.8%Computer and TechnologySUSuncor Energy$154,671,451$47,216,981 ▲43.9%3,626,0490.8%Oils/EnergyMELIMercadoLibre$152,671,980$5,029,354 ▲3.4%74,4030.8%Retail/WholesaleWDCWestern Digital$152,207,893$1,820,338 ▲1.2%2,228,8460.8%Computer and TechnologyBMOBank of Montreal$152,054,048$19,398,812 ▼-11.3%1,595,7090.8%FinanceABBVAbbVie$151,497,572$14,071,042 ▼-8.5%767,1540.8%MedicalXLVHealth Care Select Sector SPDR Fund$141,119,593$140,422,652 ▲20,148.4%916,2420.7%ETFNTRNutrien$139,155,200$19,968,794 ▲16.8%2,628,8960.7%Basic MaterialsSLFSun Life Financial$138,051,153$24,536,299 ▼-15.1%2,134,0560.7%FinanceXLFFinancial Select Sector SPDR Fund$137,307,364$23,982,030 ▲21.2%3,029,7300.7%ETFIQVIQVIA$136,396,377$341,711 ▲0.3%575,5850.7%MedicalSPOTSpotify Technology$130,871,268$2,242,874 ▲1.7%355,1170.7%Business ServicesSHOPShopify$124,547,962$13,889,678 ▼-10.0%1,552,7250.6%Computer and TechnologyRCIRogers Communications$124,339,401$46,193,802 ▼-27.1%2,662,0950.6%Consumer DiscretionaryXLCCommunication Services Select Sector SPDR Fund$123,745,215$6,270,325 ▼-4.8%1,368,8630.6%ETFHLTHilton Worldwide$123,669,243$1,784,992 ▼-1.4%536,5260.6%Consumer DiscretionarySNPSSynopsys$119,495,380$5,272,026 ▲4.6%235,9750.6%Computer and TechnologyAXONAxon Enterprise$118,739,142$833,166 ▲0.7%297,1450.6%Industrial ProductsMDLZMondelez International$118,320,355$592,086 ▼-0.5%1,606,0860.6%Consumer StaplesJPMJPMorgan Chase & Co.$116,697,303$2,274,547 ▼-1.9%553,4350.6%FinanceGOOGLAlphabet$116,082,727$4,035,794 ▲3.6%699,9260.6%Computer and TechnologyCPCanadian Pacific Kansas City$116,045,109$19,824,362 ▼-14.6%1,355,1110.6%TransportationBNBrookfield$115,583,900$23,732,419 ▼-17.0%2,168,0170.6%FinanceETNEaton$111,796,369$52,716,526 ▲89.2%337,3050.6%Industrial ProductsAAPLApple$109,641,412$35,878,039 ▼-24.7%470,5640.6%Computer and TechnologySLBSchlumberger$108,586,904$1,132,440 ▲1.1%2,588,4840.5%Oils/EnergyBIPBrookfield Infrastructure Partners$107,798,436$4,676,202 ▼-4.2%3,071,3160.5%FinanceWMWaste Management$105,792,752$2,547,460 ▼-2.4%509,5990.5%Business ServicesCCJCameco$105,098,058$40,316,029 ▲62.2%2,199,9670.5%Basic MaterialsAZNAstraZeneca$104,155,464$103,902,568 ▲41,085.1%1,336,8690.5%MedicalLPLALPL Financial$104,104,251$3,543,420 ▲3.5%447,5100.5%FinanceAERAerCap$103,887,191$2,683,891 ▲2.7%1,096,7820.5%FinanceDuolingo Inc.$102,065,576$1,728,219 ▲1.7%361,9090.5%COMFTECFidelity MSCI Information Technology Index ETF$100,307,661$54,315,219 ▲118.1%574,8290.5%ETFVOOVanguard S&P 500 ETF$100,189,230$3,840,910 ▲4.0%189,8710.5%ETFTMOThermo Fisher Scientific$100,085,245$24,481,764 ▲32.4%161,8010.5%MedicalADIAnalog Devices$99,193,142$17,725,852 ▲21.8%430,9560.5%Computer and TechnologyZTSZoetis$98,490,471$13,554,487 ▼-12.1%504,0970.5%MedicalCNICanadian National Railway$98,451,289$18,732,953 ▲23.5%727,0530.5%TransportationTJXTJX Companies$98,025,422$1,362,876 ▼-1.4%833,9750.5%Retail/WholesaleJNJJohnson & Johnson$97,194,027$419,411 ▲0.4%599,7410.5%MedicalLinde PLC$95,337,666$1,876,444 ▲2.0%199,9280.5%COMXLIIndustrial Select Sector SPDR Fund$95,074,546$4,834,531 ▼-4.8%701,9680.5%ETFHONHoneywell International$93,389,097$749,737 ▼-0.8%451,7880.5%Multi-Sector ConglomeratesNOCNorthrop Grumman$90,519,119$17,184,982 ▼-16.0%171,4150.5%AerospaceACMAECOM$89,455,882$6,879,228 ▲8.3%866,2330.5%ConstructionCheniere Energy Inc.$89,041,302$655,337 ▲0.7%495,1140.5%COMGRP.UGranite Real Estate Inc. Staple$86,555,866$2,195,551 ▼-2.5%1,434,0620.4%FinanceURIUnited Rentals$83,990,864$44,535 ▲0.1%103,7270.4%ConstructionHDHome Depot$83,214,708$82,930,258 ▲29,154.6%205,3670.4%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$83,133,343$200,256 ▼-0.2%1,574,1970.4%ETFCBChubb$82,112,419$646,570 ▼-0.8%284,7270.4%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$79,883,912$64,364,855 ▼-44.6%398,6820.4%FinanceIBKRInteractive Brokers Group$79,420,289$3,264,090 ▲4.3%569,8930.4%FinanceNKENIKE$78,791,981$18,122,530 ▼-18.7%891,3120.4%Consumer DiscretionaryWMBWilliams Companies$76,949,192$2,863,716 ▼-3.6%1,685,6340.4%Oils/EnergyXLPConsumer Staples Select Sector SPDR Fund$76,003,847$3,866,472 ▼-4.8%915,7090.4%ETFVVVanguard Large-Cap ETF$75,266,975$183,250 ▼-0.2%285,8710.4%ETFAFLAflac$72,551,045$1,313,874 ▼-1.8%648,9360.4%FinanceVGTVanguard Information Technology ETF$71,460,423$27,566 ▲0.0%121,8380.4%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$71,292,944$71,292,944 ▲New Holding776,5270.4%ETFPMPhilip Morris International$71,125,832$1,352,882 ▼-1.9%585,8800.4%Consumer StaplesACNAccenture$69,416,756$67,944,512 ▼-49.5%196,3810.4%Computer and TechnologyMSIMotorola Solutions$68,958,853$182,550 ▲0.3%153,3680.3%Computer and TechnologyBAMBrookfield Asset Management$68,916,279$20,824,137 ▲43.3%1,455,8170.3%FinanceROKRockwell Automation$68,040,650$11,456,262 ▲20.2%253,4480.3%Computer and TechnologyWCNWaste Connections$67,415,083$407,728 ▲0.6%377,1480.3%Business ServicesBCEBCE$64,930,811$1,246,312 ▲2.0%1,380,9190.3%UtilitiesVSTVistra$63,383,219$76,103 ▲0.1%534,6990.3%UtilitiesNEENextEra Energy$60,845,201$29,475,865 ▼-32.6%719,8060.3%UtilitiesBRK.BBerkshire Hathaway$59,940,580$9,464,787 ▼-13.6%130,2320.3%FinanceMNDYmonday.com$59,734,161$2,120,218 ▲3.7%215,0490.3%Computer and TechnologyShowing largest 100 holdings. 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