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
$58.1B
AUM Growth
-$4.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,547
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$173M
3
+$142M
4
ISRG icon
Intuitive Surgical
ISRG
+$111M
5
BMO icon
Bank of Montreal
BMO
+$95.9M

Top Sells

1
+$404M
2
+$171M
3
+$115M
4
ADBE icon
Adobe
ADBE
+$103M
5
SU icon
Suncor Energy
SU
+$81.4M

Sector Composition

1 Financials 21.66%
2 Technology 16.56%
3 Industrials 12.04%
4 Healthcare 10.68%
5 Energy 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$506K ﹤0.01%
+35,760
927
$505K ﹤0.01%
176,675
-12,579
928
$504K ﹤0.01%
19,697
-1,184
929
$503K ﹤0.01%
8,889
-1,290
930
$499K ﹤0.01%
5,777
-4,104
931
$498K ﹤0.01%
8,195
-52,282
932
$493K ﹤0.01%
29,235
-10,231
933
$493K ﹤0.01%
39,768
-14,003
934
$493K ﹤0.01%
27,378
-9,550
935
$490K ﹤0.01%
19,779
-180
936
$484K ﹤0.01%
58,560
-20,590
937
$483K ﹤0.01%
5,243
938
$483K ﹤0.01%
3,936
-24,336
939
$483K ﹤0.01%
+26,865
940
$480K ﹤0.01%
+4,165
941
$476K ﹤0.01%
70,072
+948
942
$475K ﹤0.01%
41,517
-14,532
943
$475K ﹤0.01%
65,648
-11,112
944
$473K ﹤0.01%
39,423
-11,922
945
$473K ﹤0.01%
43,306
-15,295
946
$472K ﹤0.01%
18,069
-19,048
947
$472K ﹤0.01%
40,374
-340
948
$469K ﹤0.01%
45,844
-16,223
949
$468K ﹤0.01%
+30,706
950
$466K ﹤0.01%
27,496
-9,599
36 37
38
39 40