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
$39.2B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$307M
2
+$275M
3
+$185M
4
NTR icon
Nutrien
NTR
+$185M
5
PEP icon
PepsiCo
PEP
+$179M

Top Sells

1
+$463M
2
+$454M
3
+$241M
4
VZ icon
Verizon
VZ
+$232M
5
TRP icon
TC Energy
TRP
+$219M

Sector Composition

1 Financials 24.31%
2 Industrials 11.73%
3 Energy 11.23%
4 Technology 11.14%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
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1052
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1053
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1054
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1055
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1057
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1058
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1059
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-360,000
1060
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-447,629
1061
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1062
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1063
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1065
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1069
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1070
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1071
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1072
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1073
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1074
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-3,890
1075
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-3,920
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