We are live on ! Find out more
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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$597M
2
+$127M
3
+$117M
4
ABBV icon
AbbVie
ABBV
+$103M
5
WAT icon
Waters Corp
WAT
+$99.9M

Top Sells

1
+$177M
2
+$160M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$128M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
– –
-13,138
1227
– –
-15,050
1228
– –
-300,212
1229
– –
-77,381
1230
– –
-18,898
1231
– –
-4,515
1232
– –
-27,928
1233
– –
-28,930
1234
– –
-25,770
1235
– –
-909,840
1236
– –
-47,964
1237
– –
-3,234,055
1238
– –
-9,523
1239
– –
-959,098
1240
– –
-352,267
1241
– –
-212,514
1242
– –
-1,509,910
1243
– –
-87,383
1244
– –
-1,187
1245
– –
-101,171
1246
– –
-106,072
1247
– –
-77,066
1248
– –
-7,183
1249
– –
-22,236
1250
– –
-373,277
48 49
50
51 52