Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $77.2B
1-Year Est. Return 22.51%
This Quarter Est. Return
1 Year Est. Return
+22.51%
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 16.89%
3 Industrials 13.4%
4 Healthcare 10.72%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-121,200
1102
– –
-2,042
1103
– –
-16,200
1104
– –
-753
1105
– –
-1,415
1106
– –
-20,500
1107
– –
-10,114
1108
– –
-13,040
1109
– –
-469,774
1110
– –
-1,169,608
1111
– –
-331,000
1112
– –
-10,375
1113
– –
-148,850
1114
– –
-2,359
1115
– –
-19,414
1116
– –
-5,136
1117
– –
-12,382
1118
– –
-24,340
1119
– –
-4,590
1120
– –
-10,831
1121
– –
-10,143
1122
– –
-11,590
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