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
$59.2B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,628
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$96.1M
3
+$94.5M
4
NOC icon
Northrop Grumman
NOC
+$86.8M
5
MCK icon
McKesson
MCK
+$68.1M

Top Sells

1
+$661M
2
+$611M
3
+$338M
4
ALC icon
Alcon
ALC
+$254M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$205M

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
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1552
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1553
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1554
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1555
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1556
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1557
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1558
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1559
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1560
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1561
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1562
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-204,381
1563
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-10,286
1564
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-828,016
1565
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-28,790
1566
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-95,763
1567
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1568
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1569
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1570
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1571
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-22,896
1572
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1573
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1574
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-643,975
1575
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-22,519
61 62
63
64 65