Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $82.6B
1-Year Est. Return 23.2%
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$59.2B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,628
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$94.9M
3
+$90.8M
4
TU icon
Telus
TU
+$88.1M
5
MCK icon
McKesson
MCK
+$68.5M

Top Sells

1
+$661M
2
+$611M
3
+$338M
4
ALC icon
Alcon
ALC
+$254M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$204M

Sector Composition

1 Financials 21.39%
2 Technology 15.49%
3 Industrials 12.83%
4 Healthcare 10.79%
5 Energy 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
-27,378
1502
– –
-32,047
1503
– –
-290,447
1504
– –
-2,372,787
1505
– –
-10,175
1506
– –
-29,110
1507
– –
-324,517
1508
– –
-4,360,350
1509
– –
-77,460
1510
– –
-366,163
1511
– –
-167,507
1512
– –
-6,827
1513
– –
-2,468,758
1514
– –
-135,795
1515
– –
-20,318
1516
– –
-53,950
1517
– –
-32,312
1518
– –
-1,312
1519
– –
-5,576
1520
– –
-210,681
1521
– –
-3,936
1522
– –
-26,280
1523
– –
-4,137
1524
– –
-924,000
1525
– –
-9,686
59 60
61
62 63