Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $82.6B
1-Year Est. Return 23.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.4B
AUM Growth
-$12.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,589
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$176M
3
+$155M
4
TU icon
Telus
TU
+$153M
5
MCD icon
McDonald's
MCD
+$132M

Top Sells

1
+$333M
2
+$283M
3
+$208M
4
TD icon
Toronto Dominion Bank
TD
+$197M
5
CVE icon
Cenovus Energy
CVE
+$121M

Sector Composition

1 Financials 22.28%
2 Technology 16.39%
3 Industrials 12.25%
4 Healthcare 10.92%
5 Energy 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$36.2M 0.06%
707,873
+146,695
252
$35.8M 0.06%
365,541
+11,468
253
$35.1M 0.06%
992,596
+166,307
254
$34.6M 0.06%
733,541
-93,180
255
$34.5M 0.06%
116,176
+19,064
256
$34.4M 0.06%
302,309
+16,568
257
$34.3M 0.05%
270,456
+12,068
258
$33.7M 0.05%
2,725,885
+386,939
259
$33.1M 0.05%
402,642
-2,388
260
$32.6M 0.05%
437,596
+319,532
261
$32.5M 0.05%
849,906
-781,154
262
$32.1M 0.05%
337,735
+83,610
263
$32.1M 0.05%
121,852
+68,632
264
$31.1M 0.05%
273,244
+7,276
265
$31M 0.05%
199,224
-10,625
266
$30.9M 0.05%
344,896
+210,911
267
$30.7M 0.05%
232,800
-258,000
268
$30.5M 0.05%
466,663
-232,501
269
$30.5M 0.05%
14,180
-1,908
270
$30.2M 0.05%
1,633,996
-452,364
271
$30M 0.05%
330,112
-2,204
272
$30M 0.05%
255,078
-4,859
273
$29.7M 0.05%
388,258
-31,829
274
$29.4M 0.05%
327,456
-102,607
275
$29.1M 0.05%
777,143
+50,079
9 10
11
12 13