Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $82.6B
1-Year Est. Return 23.2%
This Quarter Est. Return
1 Year Est. Return
+23.2%
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
+$198M
2
+$172M
3
+$158M
4
ABBV icon
AbbVie
ABBV
+$134M
5
CP icon
Canadian Pacific Kansas City
CP
+$116M

Top Sells

1
+$276M
2
+$213M
3
+$195M
4
SNPS icon
Synopsys
SNPS
+$154M
5
HD icon
Home Depot
HD
+$124M

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
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1052
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-18,570
1053
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0
1054
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-87,385
1055
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-10,588
1056
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1057
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-33,100
1058
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-9,725
1059
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-27,087
1060
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-8,291
1061
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-459,911
1062
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-17,120
1063
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-38,010
1064
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-16,155
1065
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1066
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-8,784
1067
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1069
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1070
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1071
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-12,705
1072
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-13,500
1073
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-20,003
1074
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-181,100
1075
– –
-397,383
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