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
$71.9B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$256M
2
+$209M
3
+$157M
4
IRTC icon
iRhythm Holdings
IRTC
+$144M
5
BAC icon
Bank of America
BAC
+$134M

Top Sells

1
+$205M
2
+$199M
3
+$161M
4
EFX icon
Equifax
EFX
+$153M
5
PG icon
Procter & Gamble
PG
+$152M

Sector Composition

1 Financials 25.72%
2 Technology 17.32%
3 Industrials 11.58%
4 Healthcare 9.11%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2.22M ﹤0.01%
+11,651
702
$2.2M ﹤0.01%
9,564
-1,341
703
$2.19M ﹤0.01%
11,215
-2,074
704
$2.18M ﹤0.01%
63,977
+8,289
705
$2.18M ﹤0.01%
108,660
+57,968
706
$2.17M ﹤0.01%
165,732
+96,039
707
$2.16M ﹤0.01%
27,946
+1,656
708
$2.16M ﹤0.01%
12,740
+1,651
709
$2.14M ﹤0.01%
46,979
-14,296
710
$2.14M ﹤0.01%
8,462
-22
711
$2.14M ﹤0.01%
215,263
-13,495
712
$2.13M ﹤0.01%
78,682
+1,549
713
$2.13M ﹤0.01%
10,207
+1,274
714
$2.13M ﹤0.01%
43,823
+10,763
715
$2.13M ﹤0.01%
8,302
-212
716
$2.09M ﹤0.01%
32,898
717
$2.07M ﹤0.01%
67,875
+33,130
718
$2.05M ﹤0.01%
62,599
+26,094
719
$2.05M ﹤0.01%
7,041
+934
720
$2.04M ﹤0.01%
1,132,994
-981
721
$2.01M ﹤0.01%
236,396
-164,630
722
$2M ﹤0.01%
3,755
+773
723
$1.99M ﹤0.01%
3,963
+851
724
$1.99M ﹤0.01%
7,232
+255
725
$1.96M ﹤0.01%
17,410
-1,241
27 28
29
30 31