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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
$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
1301
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-9,594
1302
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-27,084
1303
– –
-3,160
1304
– –
-67,500
1305
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-11,289
1306
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-28,214
1307
– –
-51,255
1308
– –
-33,800
1309
– –
-9,763
1310
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-10,501
1311
– –
-102,619
1312
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-147,884
1313
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-640,000
1314
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-2,412
1315
– –
-279,800
1316
– –
-38,606
1317
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1318
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-53,768
1319
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1320
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1321
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-21,000
1322
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-90,953
1323
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-20,400
1324
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-56,041
1325
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-68,352
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