Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $84.4B
1-Year Est. Return 29.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71.9B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$256M
2
+$209M
3
+$157M
4
IRTC icon
iRhythm Holdings
IRTC
+$144M
5
BAC icon
Bank of America
BAC
+$134M

Top Sells

1
+$205M
2
+$199M
3
+$161M
4
EFX icon
Equifax
EFX
+$153M
5
PG icon
Procter & Gamble
PG
+$152M

Sector Composition

1 Financials 25.72%
2 Technology 17.32%
3 Industrials 11.58%
4 Healthcare 9.11%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$30.7M 0.04%
135,513
+41,787
277
$30.5M 0.04%
572,832
-179,728
278
$30.4M 0.04%
86,261
+1,941
279
$30.2M 0.04%
1,792,546
+436,864
280
$30.1M 0.04%
232,738
+2,643
281
$30M 0.04%
436,010
+22,080
282
$30M 0.04%
314,218
+44,476
283
$29.9M 0.04%
550,921
+17,081
284
$29M 0.04%
610,145
+167,506
285
$28.8M 0.04%
35,921
-3,827
286
$28.8M 0.04%
306,435
+170,252
287
$28.5M 0.04%
804,872
+259,056
288
$28.3M 0.04%
854,318
-390,389
289
$28.2M 0.04%
426,335
+121,835
290
$28.2M 0.04%
1,332,386
-194,077
291
$28.2M 0.04%
141,835
-275,366
292
$28.1M 0.04%
2,825,659
+149,806
293
$28.1M 0.04%
255,179
-30,350
294
$27.7M 0.04%
244,264
-28,301
295
$27.7M 0.04%
403,665
+29,583
296
$27.1M 0.04%
1,209,451
+212,251
297
$26.7M 0.04%
1,395,699
-638,823
298
$26.6M 0.04%
170,608
+10,764
299
$26.5M 0.04%
189,283
-26,942
300
$26M 0.04%
16,709
+578
10 11
12
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