Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $82.6B
1-Year Est. Return 23.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$59.5B
AUM Growth
-$5.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,629
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$87M
3
+$86.2M
4
AAPL icon
Apple
AAPL
+$80.8M
5
GIB icon
CGI
GIB
+$77.9M

Top Sells

1
+$268M
2
+$126M
3
+$102M
4
CP icon
Canadian Pacific Kansas City
CP
+$102M
5
BN icon
Brookfield
BN
+$101M

Sector Composition

1 Financials 20.1%
2 Technology 19.75%
3 Industrials 12.94%
4 Healthcare 9.73%
5 Energy 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
– –
-6,002
1477
– –
-1,862
1478
– –
-47,752
1479
– –
-3,957
1480
– –
-11,166
1481
– –
-10,034
1482
– –
-13,145
1483
– –
-14,414
1484
– –
-1,695
1485
– –
-208,303
1486
– –
-4,933
1487
– –
-21,137
1488
– –
-8,950
1489
– –
-38,500
1490
– –
-2,930
1491
– –
-5,838
1492
– –
-14,909
1493
– –
-26,894
1494
– –
-32,429
1495
– –
-4,534
1496
– –
-46,297
1497
– –
-8,052
1498
– –
-1,508
1499
– –
-24,600
1500
– –
-1,423,625
58 59
60
61 62