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
401
$1.83M 0.01%
+107,096
402
$1.81M 0.01%
+68,300
403
$1.8M 0.01%
+21,479
404
$1.75M 0.01%
+51,600
405
$1.75M 0.01%
+68,013
406
$1.75M 0.01%
+23,996
407
$1.73M 0.01%
+75,000
408
$1.7M 0.01%
+54,715
409
$1.69M 0.01%
+113,238
410
$1.69M 0.01%
+25,955
411
$1.67M 0.01%
+34,745
412
$1.66M 0.01%
+15,339
413
$1.66M 0.01%
+44,400
414
$1.65M 0.01%
+47,434
415
$1.64M 0.01%
+4,928
416
$1.64M 0.01%
+23,633
417
$1.62M 0.01%
+39,400
418
$1.62M 0.01%
+81,100
419
$1.6M 0.01%
+42,000
420
$1.6M 0.01%
+25,679
421
$1.6M 0.01%
+19,992
422
$1.58M 0.01%
+33,599
423
$1.57M 0.01%
+107,151
424
$1.55M 0.01%
+28,996
425
$1.54M 0.01%
+92,613
15 16
17
18 19