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
$59.2B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,628
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$94.9M
3
+$90.8M
4
TU icon
Telus
TU
+$88.1M
5
MCK icon
McKesson
MCK
+$68.5M

Top Sells

1
+$661M
2
+$611M
3
+$338M
4
ALC icon
Alcon
ALC
+$254M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$204M

Sector Composition

1 Financials 21.39%
2 Technology 15.49%
3 Industrials 12.83%
4 Healthcare 10.79%
5 Energy 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
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-1,702
1527
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-3,647,119
1528
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-67,836
1529
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-5,796
1530
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-786,253
1531
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-10,952
1532
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-50,642
1533
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-470,509
1534
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-10,458
1535
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-1,253
1536
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-40,000
1537
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-8,257
1538
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-18,636
1539
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-16,405
1540
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-6,546
1541
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-55,512
1542
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-14,606
1543
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-11,039
1544
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-13,306
1545
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-2,352
1546
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-2,644
1547
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-204,381
1548
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-10,286
1549
– –
-828,016
1550
– –
-28,790
60 61
62
63 64