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
$17.1B
AUM Growth
+$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$56.6M
2
+$53.2M
3
+$34.3M
4
FTS icon
Fortis
FTS
+$32.6M
5
BKNG icon
Booking.com
BKNG
+$32M

Top Sells

1
+$58.5M
2
+$58.4M
3
+$57.2M
4
USB icon
US Bancorp
USB
+$54.5M
5
DHR icon
Danaher
DHR
+$47.9M

Sector Composition

1 Financials 25.41%
2 Industrials 12.21%
3 Technology 12.18%
4 Healthcare 11.77%
5 Energy 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-10,512
727
– –
-118,826
728
– –
-6,012
729
– –
-85,000
730
– –
-9,500
731
– –
-360,240
732
– –
-20,670
733
– –
-4,978
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