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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
726
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-7,064
727
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-243,000
728
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-121,900
729
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-16,650
730
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-577,646
731
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732
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-129,755
733
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-34,996
734
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735
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-1,077
736
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-26,250
737
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738
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739
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-129,836
740
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-10,186
741
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-95,178
742
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743
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745
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-9,049
746
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-24,814
747
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-11,465
748
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-95,730
749
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-397,240
750
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-881,782
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