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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$59.6M
2
+$50.2M
3
+$37.6M
4
WMB icon
Williams Companies
WMB
+$33.7M
5
SNA icon
Snap-on
SNA
+$29.4M

Top Sells

1
+$400M
2
+$374M
3
+$342M
4
BN icon
Brookfield
BN
+$302M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.35%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$652K 0.01%
8,881
+245
602
$648K 0.01%
5,722
603
$647K 0.01%
+6,697
604
$643K 0.01%
9,134
+82
605
$642K 0.01%
6,668
+1,849
606
$639K 0.01%
5,780
607
$639K 0.01%
+17,686
608
$637K 0.01%
+6,518
609
$620K 0.01%
+6,278
610
$613K 0.01%
5,672
611
$604K 0.01%
17,564
+6,056
612
$602K 0.01%
17,483
+3,170
613
$586K 0.01%
+13,542
614
$584K 0.01%
4,681
615
$580K 0.01%
8,968
+73
616
$578K 0.01%
12,550
-6,600
617
$578K 0.01%
36,208
+2,900
618
$578K 0.01%
+8,413
619
$576K 0.01%
3,689
+1
620
$571K 0.01%
+5,121
621
$570K 0.01%
7,901
+272
622
$570K 0.01%
23,638
+3,430
623
$569K 0.01%
8,704
+1,682
624
$569K 0.01%
37,476
-66,732
625
$568K 0.01%
+25,000
23 24
25
26 27