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
$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
– –
-26,043
1504
– –
-622
1505
– –
-75,429
1506
– –
-21,100
1507
– –
-70,552
1508
– –
-66,912
1509
– –
-7,259
1510
– –
-695
1511
– –
-4,758
1512
– –
-140,495
1513
– –
0
1514
– –
-3,334,600
1515
– –
-3,226,575
1516
– –
-12,712
1517
– –
-11,312
1518
– –
-6,663
1519
– –
-5,885
1520
– –
-19,182
1521
– –
-27,703
1522
– –
-6,423
1523
– –
-4,861
1524
– –
-11,092
1525
– –
-2,762
59 60
61
62 63