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
$62.4B
AUM Growth
-$12.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,589
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$176M
3
+$155M
4
TU icon
Telus
TU
+$153M
5
MCD icon
McDonald's
MCD
+$132M

Top Sells

1
+$333M
2
+$283M
3
+$208M
4
TD icon
Toronto Dominion Bank
TD
+$197M
5
CVE icon
Cenovus Energy
CVE
+$121M

Sector Composition

1 Financials 22.28%
2 Technology 16.39%
3 Industrials 12.25%
4 Healthcare 10.92%
5 Energy 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
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-12,843
1552
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1553
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-2,360
1554
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-93,685
1555
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1556
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-2,112
1557
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-1,645
1558
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-6,012
1559
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-12,240
1560
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-6,933
1561
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-1,243
1562
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-6,440
1563
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-16,190
1564
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-816,444
1565
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-16,897
1566
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-36,011
1567
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-6,620
1568
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-6,928
1569
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-1,279
1570
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-3,859
1571
– –
-941,487
1572
– –
-7,117
1573
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-32,295
1574
– –
-77
1575
– –
-29,296
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