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
626
$565K 0.01%
29,865
+6,253
627
$558K 0.01%
4,879
628
$558K 0.01%
+10,604
629
$544K 0.01%
42,327
+20,581
630
$538K ﹤0.01%
11,278
+1,439
631
$537K ﹤0.01%
17,434
+2,190
632
$533K ﹤0.01%
11,541
633
$533K ﹤0.01%
12,060
634
$528K ﹤0.01%
11,329
+1,887
635
$526K ﹤0.01%
5,943
636
$526K ﹤0.01%
5,065
-128
637
$523K ﹤0.01%
12,165
638
$522K ﹤0.01%
64,158
639
$505K ﹤0.01%
35,887
640
$503K ﹤0.01%
30,872
641
$503K ﹤0.01%
40,857
-87,161
642
$498K ﹤0.01%
11,416
643
$493K ﹤0.01%
12,912
644
$492K ﹤0.01%
6,555
+1,249
645
$492K ﹤0.01%
10,960
-3,311
646
$491K ﹤0.01%
+18,266
647
$489K ﹤0.01%
+16,422
648
$486K ﹤0.01%
+10,242
649
$484K ﹤0.01%
33,421
+2,121
650
$482K ﹤0.01%
6,624
+1,776
24 25
26
27 28