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
$18.9B
AUM Growth
-$581M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$73.7M
3
+$65.8M
4
PEP icon
PepsiCo
PEP
+$65.1M
5
TS icon
Tenaris
TS
+$56.4M

Top Sells

1
+$122M
2
+$86.9M
3
+$57.5M
4
OVV icon
Ovintiv
OVV
+$56.7M
5
SU icon
Suncor Energy
SU
+$49.6M

Sector Composition

1 Financials 27.77%
2 Energy 13.9%
3 Industrials 9.93%
4 Healthcare 9.61%
5 Technology 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
0
802
– –
-2,200
803
– –
-58,300
804
– –
-3,963
29 30 31 32
33