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
601
$3.5M 0.01%
126,751
-412,392
602
$3.5M 0.01%
661,622
+92,013
603
$3.45M 0.01%
78,011
+8,357
604
$3.43M 0.01%
320,528
+272,901
605
$3.41M 0.01%
16,316
+8,677
606
$3.4M 0.01%
101,400
+11,496
607
$3.39M 0.01%
28,272
-922
608
$3.39M 0.01%
29,812
+1,841
609
$3.38M 0.01%
40,522
+15,274
610
$3.35M 0.01%
115,890
-100,886
611
$3.35M 0.01%
49,566
+269
612
$3.34M 0.01%
254,565
+73,516
613
$3.34M 0.01%
43,070
-1,434
614
$3.31M 0.01%
34,839
-107,020
615
$3.3M 0.01%
49,398
-932
616
$3.29M 0.01%
19,508
-315
617
$3.26M 0.01%
1,298,209
+51,136
618
$3.25M 0.01%
56,930
+52,389
619
$3.25M 0.01%
10,797
+7,619
620
$3.18M 0.01%
285,387
-468,428
621
$3.15M 0.01%
34,915
+19,151
622
$3.13M 0.01%
+259,496
623
$3.09M 0.01%
10,228
+265
624
$3.08M ﹤0.01%
21,648
-4,003
625
$3.07M ﹤0.01%
9,246
-6,239
23 24
25
26 27