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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
1051
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1052
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1053
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-921,500
1054
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-65,400
1055
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1056
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-130,200
1057
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-6,338
1058
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-1,847
1059
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-24,950
1060
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-102,831
1061
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-52,235
1062
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-13,800
1063
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-162
1064
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-11,100
1065
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1066
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1067
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-44,603
1068
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1069
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1071
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-35,867
1072
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1073
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1074
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-131,665
1075
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-115,859
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