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
$71.9B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$256M
2
+$209M
3
+$157M
4
IRTC icon
iRhythm Holdings
IRTC
+$144M
5
BAC icon
Bank of America
BAC
+$134M

Top Sells

1
+$205M
2
+$199M
3
+$161M
4
EFX icon
Equifax
EFX
+$153M
5
PG icon
Procter & Gamble
PG
+$152M

Sector Composition

1 Financials 25.72%
2 Technology 17.32%
3 Industrials 11.58%
4 Healthcare 9.11%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$9.89M 0.01%
129,330
+27,213
452
$9.88M 0.01%
+163,347
453
$9.88M 0.01%
121,909
+9,063
454
$9.82M 0.01%
115,377
+5,756
455
$9.79M 0.01%
163,376
-54,127
456
$9.77M 0.01%
7,052
+2,823
457
$9.75M 0.01%
216,907
+189,668
458
$9.75M 0.01%
362,448
+16,848
459
$9.61M 0.01%
+228,919
460
$9.5M 0.01%
20,678
-1,443
461
$9.4M 0.01%
561,695
462
$9.31M 0.01%
148,093
+17,820
463
$9.27M 0.01%
115,180
-101,793
464
$9.18M 0.01%
1,845
+199
465
$9.1M 0.01%
218,024
+15,328
466
$9.1M 0.01%
77,591
-2,737
467
$8.97M 0.01%
718,598
+668,447
468
$8.86M 0.01%
5,938
+1,822
469
$8.8M 0.01%
67,932
+3,267
470
$8.79M 0.01%
642,321
+604,733
471
$8.79M 0.01%
123,259
-169,624
472
$8.78M 0.01%
19,822
+798
473
$8.74M 0.01%
356,444
-33,896
474
$8.7M 0.01%
108,690
+10,408
475
$8.7M 0.01%
176,761
+3,525
17 18
19
20 21