Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $84.4B
1-Year Est. Return 29.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38B
AUM Growth
-$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$299M
2
+$282M
3
+$204M
4
TRP icon
TC Energy
TRP
+$174M
5
LIN icon
Linde
LIN
+$156M

Top Sells

1
+$131M
2
+$127M
3
+$109M
4
OMC icon
Omnicom Group
OMC
+$107M
5
GIB icon
CGI
GIB
+$99M

Sector Composition

1 Financials 24.3%
2 Healthcare 12.09%
3 Industrials 10.64%
4 Energy 10.18%
5 Technology 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
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1227
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-5,110
1228
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-39,700
1229
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1230
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1231
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-6,810
1232
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1233
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1234
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-10,151
1235
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-6,458
1236
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1237
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1238
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-77,181
1239
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1240
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1241
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1242
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1243
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1244
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1245
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1246
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1247
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-69,986
1248
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1249
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-147,700
1250
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-296,090
48 49
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