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
$17.7B
AUM Growth
+$6.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
982
New
Increased
Reduced
Closed

Top Buys

1
+$427M
2
+$425M
3
+$394M
4
BNS icon
Scotiabank
BNS
+$335M
5
CNQ icon
Canadian Natural Resources
CNQ
+$269M

Top Sells

1
+$67M
2
+$58.2M
3
+$57.4M
4
C icon
Citigroup
C
+$52.4M
5
HP icon
Helmerich & Payne
HP
+$49.7M

Sector Composition

1 Financials 25.2%
2 Energy 12.36%
3 Industrials 11.45%
4 Healthcare 10.34%
5 Technology 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$19K ﹤0.01%
+59,499
902
$6K ﹤0.01%
+2,100
903
– –
-48,860
904
– –
-299,960
905
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-21,707
906
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-177,565
907
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-58,254
908
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-91,421
909
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-13,774
910
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-18,579
911
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-42,200
912
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-68,418
913
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-198,200
914
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-165,800
915
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-4,866
916
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-7,300
917
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-27,536
918
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0
919
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-775,000
920
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-30,200
921
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-7,234,024
922
– –
-35,887
923
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-4,681
924
– –
-10,333
925
– –
-33,579
35 36
37
38 39