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
601
$351K ﹤0.01%
+12,620
602
$347K ﹤0.01%
+14,383
603
$344K ﹤0.01%
+4,576
604
$342K ﹤0.01%
+186
605
$330K ﹤0.01%
+10,645
606
$328K ﹤0.01%
+275
607
$313K ﹤0.01%
+15,132
608
$292K ﹤0.01%
+5,255
609
$284K ﹤0.01%
+12,650
610
$252K ﹤0.01%
+38,000
611
$243K ﹤0.01%
+9,756
612
$239K ﹤0.01%
+3,931
613
$226K ﹤0.01%
+3,712
614
$218K ﹤0.01%
+2,780
615
$217K ﹤0.01%
+8,458
616
$215K ﹤0.01%
+5,670
617
$207K ﹤0.01%
+3,904
618
$203K ﹤0.01%
+5,000
619
$180K ﹤0.01%
+8,382
620
$179K ﹤0.01%
+11,200
621
$178K ﹤0.01%
+20,100
622
$148K ﹤0.01%
+190,100
623
– –
0
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