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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1 +$59.6M
2 +$50.2M
3 +$37.6M
4
WMB icon
Williams Companies
WMB
+$33.7M
5
SNA icon
Snap-on
SNA
+$29.4M

Top Sells

1 +$400M
2 +$374M
3 +$342M
4
BN icon
Brookfield
BN
+$302M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.35%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
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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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834
0
835
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838
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839
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840
0
841
-1,036,196
842
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843
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844
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845
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846
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847
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848
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849
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850
-17,000