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
$65.4B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,682
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$163M
3
+$162M
4
TMO icon
Thermo Fisher Scientific
TMO
+$151M
5
BMO icon
Bank of Montreal
BMO
+$103M

Top Sells

1
+$359M
2
+$202M
3
+$146M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$143M
5
MSFT icon
Microsoft
MSFT
+$131M

Sector Composition

1 Financials 20.6%
2 Technology 19.21%
3 Industrials 12.87%
4 Healthcare 9.85%
5 Energy 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$529K ﹤0.01%
22,147
-9,071
1002
$528K ﹤0.01%
40,127
-12,008
1003
$528K ﹤0.01%
+10,034
1004
$527K ﹤0.01%
6,420
+3
1005
$527K ﹤0.01%
11,154
+110
1006
$524K ﹤0.01%
+10,720
1007
$521K ﹤0.01%
157,062
-46,903
1008
$518K ﹤0.01%
+10,438
1009
$517K ﹤0.01%
83,389
+5,399
1010
$516K ﹤0.01%
48,328
-14,254
1011
$512K ﹤0.01%
8,100
1012
$511K ﹤0.01%
46,432
-13,446
1013
$506K ﹤0.01%
12,372
-13,500
1014
$506K ﹤0.01%
4,899
+1,711
1015
$501K ﹤0.01%
2,756
-4,918
1016
$498K ﹤0.01%
355,878
1017
$497K ﹤0.01%
38,038
-11,257
1018
$497K ﹤0.01%
44,491
+34,484
1019
$497K ﹤0.01%
3,312
+639
1020
$496K ﹤0.01%
12,418
+1,474
1021
$496K ﹤0.01%
60,715
-17,745
1022
$496K ﹤0.01%
83,341
-25,148
1023
$495K ﹤0.01%
1,199
-450
1024
$494K ﹤0.01%
124,172
+1,171
1025
$494K ﹤0.01%
112,774
+4,355
39 40
41
42 43