Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $82.6B
1-Year Est. Return 23.2%
This Quarter Est. Return
1 Year Est. Return
+23.2%
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
+$181M
2
+$176M
3
+$165M
4
TMO icon
Thermo Fisher Scientific
TMO
+$145M
5
BMO icon
Bank of Montreal
BMO
+$106M

Top Sells

1
+$372M
2
+$203M
3
+$154M
4
URI icon
United Rentals
URI
+$151M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$144M

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
– –
-585,267
1602
– –
-4,620
1603
– –
-10,088
1604
– –
-13,616
1605
– –
-17,650
1606
– –
-75,727
1607
– –
-19,898
1608
– –
-4,002
1609
– –
-2,292
1610
– –
-11,742
1611
– –
-26,145
1612
– –
-34,261
1613
– –
-3,188
1614
– –
-9,569
1615
– –
-286,823
1616
– –
-6,431
1617
– –
-1,039
1618
– –
-66,539
1619
– –
-59,570
1620
– –
-22,857
1621
– –
-1,212
1622
– –
-1,770
1623
– –
-60,571
1624
– –
-1,250
1625
– –
-26,700
63 64
65
66 67