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Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $83.3B
1-Year Est. Return 31.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.66%
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
1576
-11,498
1577
-329,740
1578
-16,480
1579
-1,344
1580
-700,752
1581
-15,998
1582
-172,049
1583
-13,204
1584
-392,140
1585
-235,992
1586
-24,605
1587
-1,255,055
1588
-65,679
1589
-6,528
1590
-24,626
1591
-84,677
1592
-61,979
1593
-1,480,286
1594
-1,704
1595
-31,526
1596
-10,757
1597
-19,228
1598
-53,001
1599
-9,554
1600
-3,042