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
$77.2B
AUM Growth
+$6.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,806
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$298M
3
+$231M
4
AMZN icon
Amazon
AMZN
+$177M
5
FSV icon
FirstService
FSV
+$128M

Top Sells

1
+$239M
2
+$236M
3
+$199M
4
ACN icon
Accenture
ACN
+$136M
5
ORCL icon
Oracle
ORCL
+$126M

Sector Composition

1 Financials 22.09%
2 Technology 21.8%
3 Industrials 11.13%
4 Healthcare 8.33%
5 Energy 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$14M 0.02%
365,958
+8,453
427
$14M 0.02%
606,388
+3,645
428
$13.9M 0.02%
130,617
-76,969
429
$13.9M 0.02%
144,592
+377
430
$13.9M 0.02%
713,847
-79,534
431
$13.8M 0.02%
774,873
+691,033
432
$13.8M 0.02%
244,893
+57,362
433
$13.6M 0.02%
675,329
+312,045
434
$13.6M 0.02%
354,829
+46,213
435
$13.4M 0.02%
173,955
-107,710
436
$13.4M 0.02%
86,889
-54,393
437
$13.3M 0.02%
89,625
+28,714
438
$13.3M 0.02%
512,752
+31,371
439
$13.2M 0.02%
63,449
-2,276
440
$13.1M 0.02%
76,056
-215,319
441
$13.1M 0.02%
122,752
-495
442
$13M 0.02%
78,518
+1,603
443
$12.9M 0.02%
84,450
+452
444
$12.8M 0.02%
801,710
-97,899
445
$12.7M 0.02%
187,140
-206,367
446
$12.7M 0.02%
489,579
-231,486
447
$12.6M 0.02%
+710,092
448
$12.6M 0.02%
113,948
+22,144
449
$12.4M 0.02%
6,768
-826
450
$12.4M 0.02%
1,383,559
+1,045,516
16 17
18
19 20