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
$18.9B
AUM Growth
-$581M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$73.7M
3
+$65.8M
4
PEP icon
PepsiCo
PEP
+$65.1M
5
TS icon
Tenaris
TS
+$56.4M

Top Sells

1
+$122M
2
+$86.9M
3
+$57.5M
4
OVV icon
Ovintiv
OVV
+$56.7M
5
SU icon
Suncor Energy
SU
+$49.6M

Sector Composition

1 Financials 27.77%
2 Energy 13.9%
3 Industrials 9.93%
4 Healthcare 9.61%
5 Technology 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.29M 0.01%
28,288
-3,164
502
$1.29M 0.01%
16,900
+2,000
503
$1.29M 0.01%
58,000
+11,700
504
$1.28M 0.01%
11,500
+5,000
505
$1.27M 0.01%
26,407
+65
506
$1.27M 0.01%
15,636
-3,882
507
$1.26M 0.01%
17,661
-1,967
508
$1.26M 0.01%
23,621
+3,728
509
$1.24M 0.01%
25,381
+18,537
510
$1.22M 0.01%
20,605
+1,703
511
$1.22M 0.01%
29,094
-6,522
512
$1.22M 0.01%
3,700
-1,900
513
$1.22M 0.01%
36,606
+5,500
514
$1.21M 0.01%
26,300
+4,900
515
$1.21M 0.01%
23,829
+1,907
516
$1.19M 0.01%
11,315
517
$1.18M 0.01%
19,850
-1,214
518
$1.18M 0.01%
11,900
+3,600
519
$1.17M 0.01%
167,000
-32,000
520
$1.17M 0.01%
+12,841
521
$1.15M 0.01%
35,322
+7,294
522
$1.15M 0.01%
16,603
-882
523
$1.13M 0.01%
18,600
+2,000
524
$1.13M 0.01%
14,693
525
$1.12M 0.01%
49,324
+10,053
19 20
21
22 23