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
1326
$204K ﹤0.01%
+6,476
1327
$203K ﹤0.01%
+4,382
1328
$203K ﹤0.01%
+3,367
1329
$202K ﹤0.01%
7,674
-8,079
1330
$202K ﹤0.01%
+3,523
1331
$202K ﹤0.01%
+13,400
1332
$201K ﹤0.01%
+12,781
1333
$201K ﹤0.01%
+2,652
1334
$201K ﹤0.01%
+4,089
1335
$199K ﹤0.01%
+10,615
1336
$189K ﹤0.01%
+10,116
1337
$186K ﹤0.01%
26,675
-1,606
1338
$176K ﹤0.01%
+13,917
1339
$175K ﹤0.01%
7,253
+2,945
1340
$175K ﹤0.01%
35,419
+4,300
1341
$172K ﹤0.01%
+10,537
1342
$164K ﹤0.01%
+3,916
1343
$163K ﹤0.01%
13,535
+375
1344
$162K ﹤0.01%
+12,854
1345
$160K ﹤0.01%
+12,167
1346
$159K ﹤0.01%
19,781
+5,074
1347
$158K ﹤0.01%
+10,000
1348
$157K ﹤0.01%
38,460
-926
1349
$156K ﹤0.01%
+13,070
1350
$156K ﹤0.01%
40,973
-843
52 53
54
55 56