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
$59.5B
AUM Growth
-$5.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,629
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$87M
3
+$86.2M
4
AAPL icon
Apple
AAPL
+$80.8M
5
GIB icon
CGI
GIB
+$77.9M

Top Sells

1
+$268M
2
+$126M
3
+$102M
4
CP icon
Canadian Pacific Kansas City
CP
+$102M
5
BN icon
Brookfield
BN
+$101M

Sector Composition

1 Financials 20.1%
2 Technology 19.75%
3 Industrials 12.94%
4 Healthcare 9.73%
5 Energy 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
– –
-11,697
1527
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-85,627
1528
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-13,289
1529
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-6,059
1530
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-33,889
1531
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-17,584
1532
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-10,465
1533
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-1,801
1534
– –
-89,323
1535
– –
-151,248
1536
– –
-50,000
1537
– –
-11,995
1538
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-7,133
1539
– –
-4,278
1540
– –
-11,684
1541
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-32,573
1542
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-117,000
1543
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-9,431
1544
– –
-7,064
1545
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-29,739
1546
– –
-40,127
1547
– –
-6,858
1548
– –
-8,674
1549
– –
-10,472
1550
– –
-18,234
60 61
62
63 64