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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
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$227M
2
+$158M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$140M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$138M

Top Sells

1
+$251M
2
+$238M
3
+$105M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$98.9M
5
CP icon
Canadian Pacific Kansas City
CP
+$94.8M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-198,813
1027
– –
-34,476
1028
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-29,430
1029
– –
-5,450
1030
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-88,694
1031
– –
-29,085
1032
– –
-145,941
1033
– –
-17,103
1034
– –
-398,671
1035
– –
-154,518
1036
– –
-6,050
1037
– –
-114,731
1038
– –
-1,620
1039
– –
-15,450
1040
– –
-108,234
1041
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-5,100
1042
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-5,940
1043
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-204,331
1044
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1045
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-14,000
1046
– –
0
1047
– –
-43,284
1048
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-21,198
1049
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-132,604
1050
– –
-21,923
40 41
42
43 44