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
$67.3B
AUM Growth
-$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,665
New
Increased
Reduced
Closed

Top Buys

1
+$187M
2
+$173M
3
+$164M
4
AAPL icon
Apple
AAPL
+$142M
5
SHOP icon
Shopify
SHOP
+$139M

Top Sells

1
+$241M
2
+$160M
3
+$157M
4
TU icon
Telus
TU
+$129M
5
CPRT icon
Copart
CPRT
+$126M

Sector Composition

1 Technology 21.36%
2 Financials 20.78%
3 Industrials 12.2%
4 Healthcare 9.16%
5 Energy 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
– –
-7,299
1552
– –
-8,947
1553
– –
-11,824
1554
– –
-15,311
1555
– –
-6,992
1556
– –
-4,064
1557
– –
-3,431
1558
– –
-9,837
1559
– –
-30,601
1560
– –
-4,141
1561
– –
-1,965
1562
– –
-3,554
1563
– –
-29,422
1564
– –
-5,430
1565
– –
-15,435
1566
– –
-12,153
1567
– –
-18,138
1568
– –
-548
1569
– –
-214,982
1570
– –
-10,560
1571
– –
-142,868
1572
– –
-10,248
1573
– –
-30,736
1574
– –
-4,379
1575
– –
-40,873
61 62
63
64 65