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
476
$8.67M 0.01%
52,207
+1,342
477
$8.59M 0.01%
294,404
-648,838
478
$8.54M 0.01%
+155,050
479
$8.47M 0.01%
+183,860
480
$8.38M 0.01%
52,600
+1,700
481
$8.23M 0.01%
360,700
+38,000
482
$8.22M 0.01%
157,264
+56,582
483
$8.17M 0.01%
114,252
-428,720
484
$8.03M 0.01%
75,172
+3,508
485
$7.96M 0.01%
456,417
-51,788
486
$7.89M 0.01%
451,933
+366,207
487
$7.87M 0.01%
28,543
+588
488
$7.86M 0.01%
68,379
-4,085
489
$7.69M 0.01%
24,721
+19,026
490
$7.69M 0.01%
131,692
+1,235
491
$7.68M 0.01%
504,956
+115,695
492
$7.57M 0.01%
244,150
-34,500
493
$7.47M 0.01%
20,674
-126
494
$7.47M 0.01%
45,186
+806
495
$7.46M 0.01%
140,054
+1,137
496
$7.46M 0.01%
98,772
+41,900
497
$7.46M 0.01%
51,541
+2,916
498
$7.43M 0.01%
49,637
-11,274
499
$7.42M 0.01%
90,680
+37,989
500
$7.35M 0.01%
+471,300
18 19
20
21 22