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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
851
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852
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853
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854
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-6,690
855
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856
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-20,000
857
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-19,500
858
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-290,594
859
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-51,000
860
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-41,290
861
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-48,000
862
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863
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864
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-30,000
865
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-1,115,600
866
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-1,275,481
867
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-18,000
868
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-162,678
869
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-204,562
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