Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $82.6B
1-Year Est. Return 23.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.4B
AUM Growth
-$12.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,589
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$176M
3
+$155M
4
TU icon
Telus
TU
+$153M
5
MCD icon
McDonald's
MCD
+$132M

Top Sells

1
+$333M
2
+$283M
3
+$208M
4
TD icon
Toronto Dominion Bank
TD
+$197M
5
CVE icon
Cenovus Energy
CVE
+$121M

Sector Composition

1 Financials 22.28%
2 Technology 16.39%
3 Industrials 12.25%
4 Healthcare 10.92%
5 Energy 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$6.6M 0.01%
265,462
-178,733
502
$6.56M 0.01%
82,202
+17,529
503
$6.55M 0.01%
170,534
-132,472
504
$6.54M 0.01%
73,467
-15,443
505
$6.52M 0.01%
38,545
-4,733
506
$6.5M 0.01%
190,156
+182,674
507
$6.47M 0.01%
135,340
-42,240
508
$6.47M 0.01%
173,594
+63,524
509
$6.43M 0.01%
96,244
-68,674
510
$6.32M 0.01%
71,881
-50,996
511
$6.32M 0.01%
211,498
+42,384
512
$6.17M 0.01%
737,449
+331,349
513
$6.13M 0.01%
73,975
-41,988
514
$6.07M 0.01%
57,339
+4,960
515
$6.05M 0.01%
192,910
+95,125
516
$6.01M 0.01%
56,122
+54,157
517
$5.98M 0.01%
44,217
-1,924
518
$5.95M 0.01%
149,216
+37,119
519
$5.88M 0.01%
921,055
-426,370
520
$5.86M 0.01%
227,904
+12,761
521
$5.85M 0.01%
95,900
+1,600
522
$5.81M 0.01%
243,863
-21,800
523
$5.74M 0.01%
103,732
+10,876
524
$5.68M 0.01%
50,145
-4,057
525
$5.47M 0.01%
50,684
-767
19 20
21
22 23