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
$71.9B
AUM Growth
+$4.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$306M
2
+$276M
3
+$231M
4
TMO icon
Thermo Fisher Scientific
TMO
+$230M
5
AAPL icon
Apple
AAPL
+$191M

Top Sells

1
+$392M
2
+$264M
3
+$248M
4
BDX icon
Becton Dickinson
BDX
+$189M
5
ACN icon
Accenture
ACN
+$146M

Sector Composition

1 Financials 21.61%
2 Technology 20.74%
3 Industrials 12.31%
4 Healthcare 9.9%
5 Energy 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
-22,656
1602
– –
-1,304
1603
– –
-13,335
1604
– –
-837,227
1605
– –
-56,940
1606
– –
-750
1607
– –
-51,780
1608
– –
-22,895
1609
– –
-7,939
1610
– –
-2,930
1611
– –
-1,387,906
1612
– –
-2,827
1613
– –
-36,423
1614
– –
-6,059
1615
– –
-18,802
1616
– –
-2,804
1617
– –
-18,744
1618
– –
-11,339
1619
– –
-318,411
1620
– –
-1,526
1621
– –
-10,922
1622
– –
-3,229
1623
– –
-13,273
1624
– –
-5,836
1625
– –
-171,584
63 64
65
66 67