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
$65.6B
AUM Growth
+$19.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,237
New
Increased
Reduced
Closed

Top Buys

1
+$1.04B
2
+$919M
3
+$551M
4
BNS icon
Scotiabank
BNS
+$502M
5
MSFT icon
Microsoft
MSFT
+$464M

Top Sells

1
+$150M
2
+$116M
3
+$101M
4
WAT icon
Waters Corp
WAT
+$96.9M
5
DOO
Bombardier Recreational Products
DOO
+$84.7M

Sector Composition

1 Financials 25.96%
2 Technology 16.86%
3 Industrials 12.11%
4 Healthcare 8.99%
5 Consumer Discretionary 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
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1227
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1228
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-1,906,416
1229
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-37,100
1230
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-70,000
1231
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-338,300
1232
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-12,216
1233
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-52,913
1234
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-81,042
1235
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-103,778
1236
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-18,839
1237
– –
-5,829
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