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
$65.4B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,682
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$163M
3
+$162M
4
TMO icon
Thermo Fisher Scientific
TMO
+$151M
5
BMO icon
Bank of Montreal
BMO
+$103M

Top Sells

1
+$359M
2
+$202M
3
+$146M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$143M
5
MSFT icon
Microsoft
MSFT
+$131M

Sector Composition

1 Financials 20.6%
2 Technology 19.21%
3 Industrials 12.87%
4 Healthcare 9.85%
5 Energy 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
-2,250
1602
– –
-3,973
1603
– –
-13,968
1604
– –
-11,759
1605
– –
-3,528
1606
– –
-6,927
1607
– –
-8,963
1608
– –
-4,100
1609
– –
-6,423
1610
– –
-4,861
1611
– –
-11,092
1612
– –
-2,762
1613
– –
-10,701
1614
– –
-5,130
1615
– –
-33,573
1616
– –
-20,533
1617
– –
-5,754
1618
– –
-585,267
1619
– –
-4,620
1620
– –
-10,088
1621
– –
-13,616
1622
– –
-2,292
1623
– –
-11,742
1624
– –
-26,145
1625
– –
-34,261
63 64
65
66 67