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
451
$1.25M 0.01%
+8,173
452
$1.25M 0.01%
+69,083
453
$1.25M 0.01%
+27,406
454
$1.25M 0.01%
+22,378
455
$1.23M 0.01%
+11,800
456
$1.23M 0.01%
+15,300
457
$1.21M 0.01%
+18,700
458
$1.21M 0.01%
+107,127
459
$1.19M 0.01%
+15,957
460
$1.17M 0.01%
+114,471
461
$1.17M 0.01%
+34,650
462
$1.17M 0.01%
+20,112
463
$1.16M 0.01%
+58,800
464
$1.16M 0.01%
+45,800
465
$1.15M 0.01%
+26,506
466
$1.15M 0.01%
+36,572
467
$1.14M 0.01%
+10,782
468
$1.13M 0.01%
+21,749
469
$1.13M 0.01%
+6,900
470
$1.13M 0.01%
+39,946
471
$1.1M 0.01%
+35,690
472
$1.1M 0.01%
+9,800
473
$1.08M 0.01%
+20,000
474
$1.08M 0.01%
+16,000
475
$1.07M 0.01%
+18,340
17 18
19
20 21