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
$58.1B
AUM Growth
-$4.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,547
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$156M
3
+$127M
4
ISRG icon
Intuitive Surgical
ISRG
+$97.2M
5
IT icon
Gartner
IT
+$87.9M

Top Sells

1
+$389M
2
+$160M
3
+$95.8M
4
ADBE icon
Adobe
ADBE
+$75.1M
5
SU icon
Suncor Energy
SU
+$72.4M

Sector Composition

1 Financials 21.66%
2 Technology 16.56%
3 Industrials 12.04%
4 Healthcare 10.68%
5 Energy 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
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-5,122
1527
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-66,974
1528
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-190,156
1529
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-6,173
1530
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-4,641
1531
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-59,605
1532
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-10,172
1533
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-11,182
1534
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-8,655
1535
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-6,667
1536
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-2,969
1537
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-466,663
1538
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-6,724
1539
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-4,194
1540
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-64,659
1541
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-20,181
1542
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-58,252
1543
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-5,420
1544
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-101,166
1545
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-57,906
1546
– –
-51,359
1547
– –
-59,443
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