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

Top Buys

1
+$259M
2
+$176M
3
+$155M
4
TU icon
Telus
TU
+$153M
5
MCD icon
McDonald's
MCD
+$132M

Top Sells

1
+$333M
2
+$283M
3
+$208M
4
TD icon
Toronto Dominion Bank
TD
+$197M
5
CVE icon
Cenovus Energy
CVE
+$121M

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
1526
– –
-30,616
1527
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-9,181
1528
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-24,617
1529
– –
-8,560
1530
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-3,513
1531
– –
-7,813
1532
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-6,822
1533
– –
-12,654
1534
– –
-125
1535
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-6,739
1536
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-2,428
1537
– –
-11,122
1538
– –
-11,366
1539
– –
-2,254
1540
– –
-34,068
1541
– –
-200
1542
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-618
1543
– –
-31,734
1544
– –
-35
1545
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-450
1546
– –
-25,880
1547
– –
-11,015
1548
– –
-67,914
1549
– –
-3,465
1550
– –
-13,833
60 61
62
63 64