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
$16B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$107M
3
+$106M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$97.8M
5
DVA icon
DaVita
DVA
+$88.2M

Top Sells

1
+$96.8M
2
+$95.2M
3
+$71.3M
4
BNS icon
Scotiabank
BNS
+$71.1M
5
DHR icon
Danaher
DHR
+$62M

Sector Composition

1 Financials 24.64%
2 Industrials 12.5%
3 Energy 11.68%
4 Healthcare 11.21%
5 Technology 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
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952
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953
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-488,112
954
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-9,468
955
– –
-148,698
956
– –
-210,134
957
– –
-156,082
958
– –
-28,126
959
– –
-153,836
960
– –
-67,380
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