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
$65.4B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,682
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$163M
3
+$162M
4
TMO icon
Thermo Fisher Scientific
TMO
+$151M
5
BMO icon
Bank of Montreal
BMO
+$103M

Top Sells

1
+$359M
2
+$202M
3
+$146M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$143M
5
MSFT icon
Microsoft
MSFT
+$131M

Sector Composition

1 Financials 20.6%
2 Technology 19.21%
3 Industrials 12.87%
4 Healthcare 9.85%
5 Energy 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$11.5M 0.02%
51,572
-242,154
427
$11.3M 0.02%
59,346
+18,866
428
$11.1M 0.02%
309,587
+15,447
429
$11.1M 0.02%
58,438
+32,147
430
$11.1M 0.02%
111,099
-27,248
431
$11.1M 0.02%
161,205
-2,697
432
$11.1M 0.02%
1,156,523
+894,234
433
$11.1M 0.02%
374,298
-228,641
434
$11M 0.02%
198,554
-7,929
435
$10.9M 0.02%
129,473
-170
436
$10.8M 0.02%
119,243
-1,194,962
437
$10.8M 0.02%
3,022,107
+1,795,920
438
$10.8M 0.02%
123,040
-3,180
439
$10.7M 0.02%
261,103
-15,502
440
$10.7M 0.02%
182,927
-1,038
441
$10.6M 0.02%
80,610
-636
442
$10.6M 0.02%
206,277
+29,209
443
$10.6M 0.02%
1,763,676
+1,122,854
444
$10.5M 0.02%
86,636
+41,459
445
$10.5M 0.02%
168,171
-84,239
446
$10.5M 0.02%
62,490
+1,761
447
$10.4M 0.02%
183,475
+807
448
$10.3M 0.02%
196,405
+48,495
449
$10.2M 0.02%
103,336
-22,276
450
$10.2M 0.02%
158,379
-14,906
16 17
18
19 20