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
1551
– –
-828,016
1552
– –
-28,790
1553
– –
-95,763
1554
– –
-10,478
1555
– –
-2,029
1556
– –
-2,581
1557
– –
-1,425
1558
– –
-191,894
1559
– –
-154,631
1560
– –
-17,041
1561
– –
-8,395
1562
– –
-12,311
1563
– –
-22,896
1564
– –
-8,187
1565
– –
-1,589
1566
– –
-34,502
1567
– –
-2,430
1568
– –
-643,975
1569
– –
-22,519
1570
– –
-570,489
1571
– –
-494,409
1572
– –
-11,052
1573
– –
-12,010
1574
– –
-96,029
1575
– –
-60,633
61 62
63
64 65