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
-56,610
827
-16,181,295
828
-12,716
829
-630,154
830
-43,500
831
-112,000
832
-3,954,823
833
-28,132
834
-52,929
835
-12,159
836
-1,235,300
837
-207,069
838
-7,751,500
839
0
840
-970,547
841
-1,472,078
842
-11,852
843
-5,852,825
844
-5,419,859
845
0
846
-31,456
847
-9,400
848
-1,357,600
849
-390,742
850
-1,036,196