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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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$597M
2
+$127M
3
+$117M
4
ABBV icon
AbbVie
ABBV
+$103M
5
WAT icon
Waters Corp
WAT
+$99.9M

Top Sells

1
+$177M
2
+$160M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$128M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-307,871
1102
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-723,267
1103
– –
-28,785
1104
– –
-396,956
1105
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-234,358
1106
– –
-103,607
1107
– –
-169,758
1108
– –
-20,546
1109
– –
-7,214
1110
– –
-8,823
1111
– –
-92,692
1112
– –
-8,558
1113
– –
-57,368
1114
– –
-3,432
1115
– –
-664,780
1116
– –
-251,700
1117
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-35,850
1118
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-124,044
1119
– –
-54,675
1120
– –
-89,862
1121
– –
-50,770
1122
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-39,450
1123
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-15,000
1124
– –
-74,177
1125
– –
-7,565
43 44
45
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