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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
$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
826
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-6,284
827
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-650,000
828
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0
829
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-13,290
830
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-60,000
831
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-28,025
832
– –
0
833
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0
834
– –
-515,266
835
– –
-22,500
836
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-477,190
837
– –
-107,195
838
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-210,697
839
– –
-74,000
840
– –
-58,800
841
– –
-41,992
842
– –
-458,884
843
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-176,895
844
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-67,378
845
– –
-5,328
846
– –
-272,624
847
– –
-12,053
848
– –
-16,500
849
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-110,000
850
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-8,750
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