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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
$46.3B
AUM Growth
+$6.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Buys

1 +$186M
2 +$163M
3 +$157M
4
ABBV icon
AbbVie
ABBV
+$120M
5
CP icon
Canadian Pacific Kansas City
CP
+$109M

Top Sells

1 +$273M
2 +$210M
3 +$179M
4
SNPS icon
Synopsys
SNPS
+$137M
5
HD icon
Home Depot
HD
+$128M

Sector Composition

1 Financials 21.92%
2 Technology 16.88%
3 Industrials 13.41%
4 Healthcare 10.72%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
-2,042
1052
-16,200
1053
-753
1054
-1,415
1055
-20,500
1056
-10,114
1057
-13,040
1058
-469,774
1059
-1,169,608
1060
-10,375
1061
-13,985
1062
-148,850
1063
-2,359
1064
-19,414
1065
-5,136
1066
-12,382
1067
-10,588
1068
-21,356
1069
-33,100
1070
-9,725
1071
-27,087
1072
-8,291
1073
-459,911
1074
-1,930
1075
-29,090