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

Top Buys

1
+$181M
2
+$176M
3
+$165M
4
TMO icon
Thermo Fisher Scientific
TMO
+$145M
5
BMO icon
Bank of Montreal
BMO
+$106M

Top Sells

1
+$372M
2
+$203M
3
+$154M
4
URI icon
United Rentals
URI
+$151M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$144M

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
– –
-15,695
1504
– –
-12,722
1505
– –
-11,850
1506
– –
-3,149
1507
– –
-4,720
1508
– –
-8,012
1509
– –
-13,881
1510
– –
-81,565
1511
– –
-5,550
1512
– –
-1,038
1513
– –
-14,014
1514
– –
-19,370
1515
– –
-7,291
1516
– –
-1,093
1517
– –
-458
1518
– –
-9,650
1519
– –
-4,651
1520
– –
-310
1521
– –
-1,854
1522
– –
-14,183
1523
– –
-6,141
1524
– –
-12,065
1525
– –
-17,948
59 60
61
62 63