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
$62.4B
AUM Growth
-$12.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,589
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$176M
3
+$155M
4
TU icon
Telus
TU
+$153M
5
MCD icon
McDonald's
MCD
+$132M

Top Sells

1
+$333M
2
+$283M
3
+$208M
4
TD icon
Toronto Dominion Bank
TD
+$197M
5
CVE icon
Cenovus Energy
CVE
+$121M

Sector Composition

1 Financials 22.28%
2 Technology 16.39%
3 Industrials 12.25%
4 Healthcare 10.92%
5 Energy 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
-103,419
1502
– –
-13,199
1503
– –
-90,508
1504
– –
-8,592
1505
– –
-32,264
1506
– –
-5,747
1507
– –
-20,000
1508
– –
-11,315
1509
– –
-49,146
1510
– –
-13,337
1511
– –
-6,395
1512
– –
-13,679
1513
– –
-811
1514
– –
-10,753
1515
– –
-44,514
1516
– –
-1,554
1517
– –
-15,195
1518
– –
-2,538
1519
– –
-4,191
1520
– –
-424
1521
– –
-79,028
1522
– –
-1,949,767
1523
– –
-1,702
1524
– –
-3,743
1525
– –
-1,659
59 60
61
62 63