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
$65.4B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,682
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$163M
3
+$162M
4
TMO icon
Thermo Fisher Scientific
TMO
+$151M
5
BMO icon
Bank of Montreal
BMO
+$103M

Top Sells

1
+$359M
2
+$202M
3
+$146M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$143M
5
MSFT icon
Microsoft
MSFT
+$131M

Sector Composition

1 Financials 20.6%
2 Technology 19.21%
3 Industrials 12.87%
4 Healthcare 9.85%
5 Energy 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
– –
-6,141
1527
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-12,065
1528
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-17,948
1529
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-14,649
1530
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0
1531
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-157
1532
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-1,073
1533
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-3,628
1534
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-590
1535
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-4,645
1536
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-8,552
1537
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-146,617
1538
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-62,571
1539
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-10,271
1540
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-471
1541
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-622
1542
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-75,429
1543
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-21,100
1544
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-70,552
1545
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-2,139
1546
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-66,912
1547
– –
-7,259
1548
– –
-695
1549
– –
-4,758
1550
– –
-140,495
60 61
62
63 64