Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $82.6B
1-Year Est. Return 23.2%
This Fund
S&P 500
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
1626
– –
-41,116
1627
– –
-1,670
1628
– –
-2,081
1629
– –
-22,950
1630
– –
-24,906
1631
– –
-13,639
1632
– –
-6,903
1633
– –
-13,634
1634
– –
-4,624
1635
– –
-4,172
1636
– –
-37,045
1637
– –
-17,003
1638
– –
-887
1639
– –
-19,365
1640
– –
-20,000
1641
– –
-34,059
1642
– –
-4,606
1643
– –
-14,087
1644
– –
-8,805
1645
– –
-8,082
1646
– –
-1,210
1647
– –
-7,700
1648
– –
-36,895
1649
– –
-14,057
1650
– –
-1,233
64 65
66
67 68