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
$20.3B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
690
New
Increased
Reduced
Closed

Top Buys

1
+$87.4M
2
+$84M
3
+$80M
4
TRP icon
TC Energy
TRP
+$79M
5
GME icon
GameStop
GME
+$72.4M

Top Sells

1
+$179M
2
+$97.9M
3
+$85.3M
4
CHRW icon
C.H. Robinson
CHRW
+$82.9M
5
SJR
Shaw Communications Inc.
SJR
+$77.1M

Sector Composition

1 Financials 29.44%
2 Energy 16.66%
3 Industrials 7.91%
4 Materials 7.83%
5 Healthcare 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$690K ﹤0.01%
25,842
-7,648
552
$687K ﹤0.01%
11,348
-1,684
553
$684K ﹤0.01%
33,400
554
$680K ﹤0.01%
+34,200
555
$677K ﹤0.01%
7,200
+500
556
$666K ﹤0.01%
14,000
+1,200
557
$664K ﹤0.01%
47,000
-24,000
558
$630K ﹤0.01%
+14,113
559
$613K ﹤0.01%
17,300
560
$610K ﹤0.01%
4,450
-246
561
$600K ﹤0.01%
350,875
562
$595K ﹤0.01%
16,600
+700
563
$591K ﹤0.01%
94,500
-103,118
564
$590K ﹤0.01%
+8,838
565
$588K ﹤0.01%
215,400
-185,750
566
$587K ﹤0.01%
84,500
567
$585K ﹤0.01%
+25,900
568
$573K ﹤0.01%
18,573
-21,373
569
$572K ﹤0.01%
+10,430
570
$567K ﹤0.01%
19,205
571
$555K ﹤0.01%
7,600
-6,900
572
$548K ﹤0.01%
+4,400
573
$539K ﹤0.01%
61,000
574
$538K ﹤0.01%
15,241
575
$508K ﹤0.01%
1,300
-1,300
21 22
23
24 25