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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.37B
2
+$1.27B
3
+$1.24B
4
SJR
Shaw Communications Inc.
SJR
+$1B
5
BMO icon
Bank of Montreal
BMO
+$832M

Top Sells

1
+$88.7M
2
+$72.9M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$50.4M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$157K ﹤0.01%
+10,700
802
$156K ﹤0.01%
28,754
803
$153K ﹤0.01%
3,175
804
$86K ﹤0.01%
+15,200
805
$85K ﹤0.01%
10,000
806
$65K ﹤0.01%
2,620
807
$62K ﹤0.01%
+13,639
808
$60K ﹤0.01%
488
+146
809
$21K ﹤0.01%
299
+89
810
$20K ﹤0.01%
+10,600
811
$18K ﹤0.01%
59,499
812
– –
-7,770
813
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-19,931
814
– –
-16,929
815
– –
-51,000
816
– –
-39,000
817
– –
-101,900
818
– –
-19,913
819
– –
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820
– –
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821
– –
-20,139
822
– –
-6,690
823
– –
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824
– –
-20,000
825
– –
-19,500
31 32
33
34 35