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
$70.5B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,501
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$139M
3
+$129M
4
ADSK icon
Autodesk
ADSK
+$107M
5
SBUX icon
Starbucks
SBUX
+$90.2M

Top Sells

1
+$216M
2
+$176M
3
+$145M
4
IT icon
Gartner
IT
+$143M
5
TRI icon
Thomson Reuters
TRI
+$133M

Sector Composition

1 Financials 25.38%
2 Technology 18.46%
3 Industrials 11.18%
4 Healthcare 9.26%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$211K ﹤0.01%
+1,710
1302
$210K ﹤0.01%
+2,554
1303
$210K ﹤0.01%
+10,943
1304
$210K ﹤0.01%
+8,940
1305
$210K ﹤0.01%
+6,980
1306
$210K ﹤0.01%
+3,791
1307
$209K ﹤0.01%
+2,959
1308
$209K ﹤0.01%
15,973
+1,923
1309
$209K ﹤0.01%
+8,436
1310
$209K ﹤0.01%
+2,233
1311
$208K ﹤0.01%
+3,576
1312
$208K ﹤0.01%
+7,415
1313
$208K ﹤0.01%
4,697
-52,446
1314
$207K ﹤0.01%
+3,702
1315
$206K ﹤0.01%
+2,358
1316
$206K ﹤0.01%
+6,342
1317
$206K ﹤0.01%
13,855
1318
$206K ﹤0.01%
+2,852
1319
$206K ﹤0.01%
+5,121
1320
$205K ﹤0.01%
+1,098
1321
$205K ﹤0.01%
+3,925
1322
$205K ﹤0.01%
2,419
+262
1323
$204K ﹤0.01%
+2,615
1324
$204K ﹤0.01%
+1,259
1325
$204K ﹤0.01%
+2,925
51 52
53
54 55