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
551
$629K ﹤0.01%
+10,308
552
$627K ﹤0.01%
+9,116
553
$616K ﹤0.01%
+28,400
554
$601K ﹤0.01%
+18,915
555
$600K ﹤0.01%
+51,000
556
$595K ﹤0.01%
+10,253
557
$584K ﹤0.01%
+74
558
$581K ﹤0.01%
+15,929
559
$581K ﹤0.01%
+9,100
560
$573K ﹤0.01%
+9,381
561
$569K ﹤0.01%
+7,177
562
$564K ﹤0.01%
+11,703
563
$561K ﹤0.01%
+9,279
564
$561K ﹤0.01%
+12,284
565
$544K ﹤0.01%
+5,584
566
$543K ﹤0.01%
+11,029
567
$539K ﹤0.01%
+9,091
568
$534K ﹤0.01%
+8,787
569
$532K ﹤0.01%
+9,845
570
$522K ﹤0.01%
+5,300
571
$511K ﹤0.01%
+3,900
572
$508K ﹤0.01%
+10,622
573
$500K ﹤0.01%
+36,782
574
$498K ﹤0.01%
+41,517
575
$497K ﹤0.01%
+7,600
21 22
23
24 25