We are live on ! Find out more
Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $83.3B
1-Year Est. Return 31.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.8B
AUM Growth
-$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$141M
3
+$45.6M
4
COST icon
Costco
COST
+$34.2M
5
MON
Monsanto Co
MON
+$26.9M

Top Sells

1
+$140M
2
+$115M
3
+$112M
4
PEP icon
PepsiCo
PEP
+$49.2M
5
TECK icon
Teck Resources
TECK
+$43.8M

Sector Composition

1 Financials 29.39%
2 Energy 15.17%
3 Industrials 9.4%
4 Healthcare 8.75%
5 Technology 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$48K ﹤0.01%
11,204
-11,204
702
– –
-1,285,987
703
– –
-29,650
704
– –
-600,000
705
– –
-11,551
706
– –
-6,958
707
– –
-43,975
708
– –
-12,000
709
– –
-9,930
710
– –
-49,800
711
– –
-22,000
712
– –
-4,176
713
– –
-163,556
714
– –
-170,116
715
– –
-94,790
716
– –
-43,000
717
– –
-136,560
718
– –
-1,532
719
– –
-3,332
720
– –
-236,250
721
– –
-96,500
722
– –
-1,566,867
723
– –
-139,140
724
– –
-7,980
725
– –
-58,200
27 28
29
30 31