Mackenzie Financial Portfolio holdings
AUM
$77.2B
1-Year Return
22.51%
This Quarter Return
+0.48%
1 Year Return
+22.51%
3 Year Return
+61.14%
5 Year Return
+128.52%
10 Year Return
+216.87%
AUM
$67.3B
AUM Growth
-$1.82B
(-2.6%)
Cap. Flow
-$1.28B
Cap. Flow
% of AUM
-1.9%
Top 10 Holdings %
Top 10 Hldgs %
22.59%
Holding
1,665
New
146
Increased
574
Reduced
657
Closed
131
Top Buys
| 1 |
Exxon Mobil
XOM
|
$185M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$178M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$174M |
| 4 |
Apple
AAPL
|
$161M |
| 5 |
Shopify
SHOP
|
$139M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$240M |
| 2 |
Aon
AON
|
$159M |
| 3 |
Bank of Montreal
BMO
|
$145M |
| 4 |
Copart
CPRT
|
$125M |
| 5 |
Honeywell
HON
|
$122M |
Sector Composition
| 1 | Technology | 21.44% |
| 2 | Financials | 20.78% |
| 3 | Industrials | 12.2% |
| 4 | Healthcare | 9.16% |
| 5 | Energy | 7.93% |
