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
$70.3B
AUM Growth
-$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,829
New
Increased
Reduced
Closed

Top Buys

1
+$296M
2
+$269M
3
+$200M
4
SHOP icon
Shopify
SHOP
+$155M
5
MDT icon
Medtronic
MDT
+$149M

Top Sells

1
+$238M
2
+$220M
3
+$202M
4
CDNS icon
Cadence Design Systems
CDNS
+$200M
5
AMZN icon
Amazon
AMZN
+$172M

Sector Composition

1 Financials 22.15%
2 Technology 20.13%
3 Industrials 11.13%
4 Healthcare 9.6%
5 Energy 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$279K ﹤0.01%
10,428
-568
1402
$278K ﹤0.01%
7,280
+1,920
1403
$278K ﹤0.01%
3,644
1404
$276K ﹤0.01%
1,277
-147
1405
$276K ﹤0.01%
1,532
1406
$276K ﹤0.01%
5,823
1407
$276K ﹤0.01%
25,308
-5,434
1408
$275K ﹤0.01%
+6,445
1409
$275K ﹤0.01%
3,634
1410
$274K ﹤0.01%
3,591
-1,185
1411
$273K ﹤0.01%
2,820
+230
1412
$273K ﹤0.01%
+3,979
1413
$273K ﹤0.01%
+2,339
1414
$272K ﹤0.01%
48,357
-1,476
1415
$270K ﹤0.01%
10,137
+1,721
1416
$270K ﹤0.01%
1,696
1417
$269K ﹤0.01%
1,087
1418
$269K ﹤0.01%
808
1419
$268K ﹤0.01%
+1,314
1420
$268K ﹤0.01%
3,204
-64
1421
$267K ﹤0.01%
6,693
+52
1422
$266K ﹤0.01%
26,372
+14,861
1423
$264K ﹤0.01%
9,940
+1,074
1424
$264K ﹤0.01%
2,160
-818
1425
$264K ﹤0.01%
3,477
+770
55 56
57
58 59