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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
$18.4B
AUM Growth
-$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
870
New
Increased
Reduced
Closed

Top Buys

1
+$69.1M
2
+$47.3M
3
+$44.8M
4
PG icon
Procter & Gamble
PG
+$36.9M
5
OXY icon
Occidental Petroleum
OXY
+$32.5M

Top Sells

1
+$116M
2
+$108M
3
+$76.5M
4
CLS icon
Celestica
CLS
+$56.5M
5
BAC icon
Bank of America
BAC
+$49.8M

Sector Composition

1 Financials 28.37%
2 Energy 14%
3 Industrials 10.18%
4 Healthcare 9.65%
5 Technology 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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827
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828
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829
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830
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831
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832
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833
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835
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839
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841
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845
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847
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848
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849
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850
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-1,982,900
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