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

Top Buys

1
+$282M
2
+$187M
3
+$170M
4
SHEL icon
Shell
SHEL
+$166M
5
MCD icon
McDonald's
MCD
+$132M

Top Sells

1
+$365M
2
+$296M
3
+$229M
4
TD icon
Toronto Dominion Bank
TD
+$218M
5
CVE icon
Cenovus Energy
CVE
+$127M

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
– –
-6,928
1527
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-1,279
1528
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-3,859
1529
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-7,482
1530
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-61,024
1531
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-8,013
1532
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-103,419
1533
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-13,199
1534
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-90,508
1535
– –
-8,592
1536
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-32,264
1537
– –
-5,747
1538
– –
-20,000
1539
– –
-24,996
1540
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-11,315
1541
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-49,146
1542
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-13,337
1543
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-6,395
1544
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-4,730
1545
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-13,679
1546
– –
-811
1547
– –
-10,753
1548
– –
-44,514
1549
– –
-7,117
1550
– –
-32,295
60 61
62
63 64