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
$20.9B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$681M
2
+$675M
3
+$658M
4
C icon
Citigroup
C
+$657M
5
BAC icon
Bank of America
BAC
+$641M

Top Sells

No sells this quarter

Sector Composition

1 Financials 27.48%
2 Energy 17.52%
3 Materials 9.08%
4 Industrials 7.42%
5 Technology 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.13M 0.01%
+33,381
377
$2.13M 0.01%
+62,332
378
$2.13M 0.01%
+51,400
379
$2.1M 0.01%
+104,000
380
$2.09M 0.01%
+36,888
381
$2.09M 0.01%
+47,300
382
$2.09M 0.01%
+72,582
383
$2.07M 0.01%
+55,600
384
$2.06M 0.01%
+36,018
385
$2.06M 0.01%
+22,840
386
$2.04M 0.01%
+55,988
387
$2.02M 0.01%
+105,300
388
$2.01M 0.01%
+47,056
389
$2M 0.01%
+43,711
390
$1.99M 0.01%
+94,709
391
$1.99M 0.01%
+39,100
392
$1.98M 0.01%
+65,883
393
$1.97M 0.01%
+82,149
394
$1.97M 0.01%
+16,774
395
$1.91M 0.01%
+110,900
396
$1.89M 0.01%
+544,000
397
$1.88M 0.01%
+250,500
398
$1.88M 0.01%
+19,741
399
$1.88M 0.01%
+41,852
400
$1.86M 0.01%
+60,813
14 15
16
17 18