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

Top Buys

1
+$282M
2
+$187M
3
+$170M
4
SHEL icon
Shell
SHEL
+$166M
5
MCD icon
McDonald's
MCD
+$132M

Top Sells

1
+$365M
2
+$296M
3
+$229M
4
TD icon
Toronto Dominion Bank
TD
+$218M
5
CVE icon
Cenovus Energy
CVE
+$127M

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
– –
-16,190
1502
– –
-816,444
1503
– –
-2,760
1504
– –
-9,889
1505
– –
-10,144
1506
– –
-4,687
1507
– –
-1,544
1508
– –
-10,536
1509
– –
-6,940
1510
– –
-208,704
1511
– –
-19,785
1512
– –
-24
1513
– –
-3,608
1514
– –
-1,774
1515
– –
-1,298
1516
– –
-7,948
1517
– –
-3,960
1518
– –
-4,400
1519
– –
-21,359
1520
– –
-8,578
1521
– –
-5,437
1522
– –
-14,849
1523
– –
-16,897
1524
– –
-36,011
1525
– –
-6,620
59 60
61
62 63