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
$71.9B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$256M
2
+$209M
3
+$157M
4
IRTC icon
iRhythm Holdings
IRTC
+$144M
5
BAC icon
Bank of America
BAC
+$134M

Top Sells

1
+$205M
2
+$199M
3
+$161M
4
EFX icon
Equifax
EFX
+$153M
5
PG icon
Procter & Gamble
PG
+$152M

Sector Composition

1 Financials 25.72%
2 Technology 17.32%
3 Industrials 11.58%
4 Healthcare 9.11%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$318K ﹤0.01%
13,895
-9,169
1052
$318K ﹤0.01%
11,552
+3,458
1053
$315K ﹤0.01%
1,086
+198
1054
$313K ﹤0.01%
6,934
-296
1055
$312K ﹤0.01%
7,367
-507
1056
$312K ﹤0.01%
8,135
+2,020
1057
$312K ﹤0.01%
+5,483
1058
$312K ﹤0.01%
+2,062
1059
$308K ﹤0.01%
+3,925
1060
$305K ﹤0.01%
+37,923
1061
$305K ﹤0.01%
10,417
+1,127
1062
$302K ﹤0.01%
9,800
-1,150
1063
$300K ﹤0.01%
20,191
+3,170
1064
$293K ﹤0.01%
19,500
-71,300
1065
$293K ﹤0.01%
30,282
+8,870
1066
$292K ﹤0.01%
22,507
+3,407
1067
$291K ﹤0.01%
9,337
+1,034
1068
$290K ﹤0.01%
+1,070
1069
$290K ﹤0.01%
+5,631
1070
$288K ﹤0.01%
1,770
-8,896
1071
$287K ﹤0.01%
+7,720
1072
$286K ﹤0.01%
603
-64
1073
$286K ﹤0.01%
6,222
-152,069
1074
$281K ﹤0.01%
+12,010
1075
$280K ﹤0.01%
+3,385
41 42
43
44 45