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
$65.4B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,682
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$163M
3
+$162M
4
TMO icon
Thermo Fisher Scientific
TMO
+$151M
5
BMO icon
Bank of Montreal
BMO
+$103M

Top Sells

1
+$359M
2
+$202M
3
+$146M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$143M
5
MSFT icon
Microsoft
MSFT
+$131M

Sector Composition

1 Financials 20.6%
2 Technology 19.21%
3 Industrials 12.87%
4 Healthcare 9.85%
5 Energy 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$11.9K ﹤0.01%
1,695
1502
$7.09K ﹤0.01%
997
1503
– –
-1,098,200
1504
– –
-992
1505
– –
-87,754
1506
– –
-15,695
1507
– –
-12,722
1508
– –
-11,850
1509
– –
-3,149
1510
– –
-4,720
1511
– –
-8,012
1512
– –
-13,881
1513
– –
-81,565
1514
– –
-5,550
1515
– –
-1,038
1516
– –
-14,014
1517
– –
-19,370
1518
– –
-7,291
1519
– –
-1,093
1520
– –
-458
1521
– –
-9,650
1522
– –
-4,651
1523
– –
-310
1524
– –
-1,854
1525
– –
-14,183
59 60
61
62 63