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
$59.2B
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
-95,763
1552
-10,478
1553
-2,029
1554
-2,581
1555
-1,425
1556
-191,894
1557
-154,631
1558
-17,041
1559
-8,395
1560
-12,311
1561
-22,896
1562
-8,187
1563
-1,589
1564
-34,502
1565
-2,430
1566
-643,975
1567
-22,519
1568
-570,489
1569
-494,409
1570
-11,052
1571
-12,010
1572
-96,029
1573
-60,633
1574
-23,920
1575
-26,682