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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
1151
-75,600
1152
-150,280
1153
-7,000
1154
-7,745
1155
-498,015
1156
-14,020
1157
-14,800
1158
-4,098
1159
-97,300
1160
-4,736
1161
-8,531
1162
-5,150
1163
-4,950
1164
-20,600
1165
-32,850
1166
-105,161
1167
-3,321
1168
-6,400
1169
-38,340
1170
-4,781
1171
-113,600
1172
-691,654
1173
-80,562
1174
-43,180
1175
-528,899