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
$65.4B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,682
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$163M
3
+$162M
4
TMO icon
Thermo Fisher Scientific
TMO
+$151M
5
BMO icon
Bank of Montreal
BMO
+$103M

Top Sells

1
+$359M
2
+$202M
3
+$146M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$143M
5
MSFT icon
Microsoft
MSFT
+$131M

Sector Composition

1 Financials 20.6%
2 Technology 19.21%
3 Industrials 12.87%
4 Healthcare 9.85%
5 Energy 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$3.04M ﹤0.01%
22,966
-56,479
652
$3.04M ﹤0.01%
18,894
-393
653
$3.03M ﹤0.01%
160,453
-46,042
654
$3.03M ﹤0.01%
34,204
-3,105
655
$3.02M ﹤0.01%
20,992
-1,927
656
$3.01M ﹤0.01%
117,000
-5,600
657
$3M ﹤0.01%
70,981
+41,669
658
$3M ﹤0.01%
28,404
+4,913
659
$3M ﹤0.01%
41,407
-2,141
660
$2.94M ﹤0.01%
20,152
+823
661
$2.94M ﹤0.01%
608,748
-69,155
662
$2.91M ﹤0.01%
86,538
-34,982
663
$2.91M ﹤0.01%
39,275
+291
664
$2.9M ﹤0.01%
17,125
-7,764
665
$2.87M ﹤0.01%
15,688
+209
666
$2.86M ﹤0.01%
7,525
-1,058
667
$2.8M ﹤0.01%
68,788
-1,980,528
668
$2.78M ﹤0.01%
171,145
+2,440
669
$2.75M ﹤0.01%
80,776
+2,363
670
$2.75M ﹤0.01%
7,266
-2,619
671
$2.67M ﹤0.01%
20,951
+4,424
672
$2.66M ﹤0.01%
25,054
-69
673
$2.65M ﹤0.01%
25,947
-8,909
674
$2.59M ﹤0.01%
64,349
-2,041
675
$2.58M ﹤0.01%
30,016
-15,720
25 26
27
28 29