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
426
$1.54M 0.01%
+59,194
427
$1.53M 0.01%
+20,203
428
$1.52M 0.01%
+93,717
429
$1.48M 0.01%
+10,275
430
$1.47M 0.01%
+42,700
431
$1.46M 0.01%
+55,208
432
$1.46M 0.01%
+19,973
433
$1.44M 0.01%
+19,800
434
$1.42M 0.01%
+29,732
435
$1.41M 0.01%
+75,711
436
$1.4M 0.01%
+32,405
437
$1.4M 0.01%
+52,479
438
$1.4M 0.01%
+10,382
439
$1.39M 0.01%
+37,500
440
$1.37M 0.01%
+12,001
441
$1.37M 0.01%
+42,280
442
$1.36M 0.01%
+54,846
443
$1.34M 0.01%
+82,907
444
$1.33M 0.01%
+45,862
445
$1.33M 0.01%
+38,688
446
$1.32M 0.01%
+117,096
447
$1.32M 0.01%
+27,486
448
$1.28M 0.01%
+37,260
449
$1.26M 0.01%
+38,000
450
$1.25M 0.01%
+103,400
16 17
18
19 20