Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $82.6B
1-Year Est. Return 23.2%
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
– –
-14,525
1527
– –
-11,142
1528
– –
-1,702
1529
– –
-3,647,119
1530
– –
-67,836
1531
– –
-5,796
1532
– –
-786,253
1533
– –
-10,952
1534
– –
-50,642
1535
– –
-470,509
1536
– –
-10,458
1537
– –
-1,253
1538
– –
-40,000
1539
– –
-8,257
1540
– –
-18,636
1541
– –
-16,405
1542
– –
-6,546
1543
– –
-55,512
1544
– –
-14,606
1545
– –
-11,039
1546
– –
-13,306
1547
– –
-2,352
1548
– –
-2,644
1549
– –
-204,381
1550
– –
-10,286
60 61
62
63 64