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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
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$285M
2
+$178M
3
+$161M
4
SPGI icon
S&P Global
SPGI
+$153M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$139M

Top Sells

1
+$316M
2
+$221M
3
+$219M
4
TMO icon
Thermo Fisher Scientific
TMO
+$150M
5
CAE icon
CAE Inc
CAE
+$146M

Sector Composition

1 Financials 23.87%
2 Technology 14.71%
3 Industrials 11.71%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-5,590
1102
– –
-32,490
1103
– –
-23,769
1104
– –
-11,327
1105
– –
-1,610
1106
– –
-29,974
1107
– –
-30,000
1108
– –
-47,888
1109
– –
-12,471
1110
– –
-4,321
1111
– –
-797,675
1112
– –
-39,202
1113
– –
-1,442
1114
– –
-16,300
1115
– –
0
1116
– –
-3,523
1117
– –
-9,244
1118
– –
-8,600
1119
– –
-24,252
1120
– –
-315,500
1121
– –
-37,190
1122
– –
-12,390
1123
– –
-85,009
1124
– –
-117,500
1125
– –
-80,000
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