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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
$41.1B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,185
New
Increased
Reduced
Closed

Top Buys

1 +$167M
2 +$135M
3 +$121M
4
XRAY icon
Dentsply Sirona
XRAY
+$115M
5
CTRA
Coterra Energy
CTRA
+$113M

Top Sells

1 +$377M
2 +$146M
3 +$141M
4
ORCL icon
Oracle
ORCL
+$132M
5
FTS icon
Fortis
FTS
+$121M

Sector Composition

1 Financials 24.4%
2 Healthcare 11.79%
3 Technology 11.35%
4 Industrials 11.11%
5 Energy 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
-133,800
1152
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1153
-19,500
1154
-8,965
1155
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1156
-67,319
1157
-119,689
1158
-5,754
1159
-87,000
1160
-65,100
1161
-7,700
1162
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1163
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1164
-84,552
1165
-23,400
1166
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1167
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1168
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1169
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1170
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1171
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1172
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1173
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1174
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1175
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