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
$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
1626
-63,805
1627
-28,744
1628
-2,878