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
1626
– –
-3,188
1627
– –
-9,569
1628
– –
-286,823
1629
– –
-6,431
1630
– –
-1,039
1631
– –
-66,539
1632
– –
-59,570
1633
– –
-22,857
1634
– –
-1,212
1635
– –
-1,770
1636
– –
-60,571
1637
– –
-1,250
1638
– –
-26,700
1639
– –
-14,065
1640
– –
-6,431
1641
– –
-51,053
1642
– –
-191,149
1643
– –
-1,506
1644
– –
-13,538
1645
– –
-1,645
1646
– –
-9,800
1647
– –
-22,487
1648
– –
-48,260
1649
– –
-2,253
1650
– –
-2,753
64 65
66
67 68