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Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $83.3B
1-Year Est. Return 31.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$69.1B
AUM Growth
+$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,635
New
Increased
Reduced
Closed

Top Buys

1 +$313M
2 +$211M
3 +$201M
4
ROP icon
Roper Technologies
ROP
+$103M
5
IT icon
Gartner
IT
+$82.7M

Top Sells

1 +$417M
2 +$286M
3 +$140M
4
BMO icon
Bank of Montreal
BMO
+$128M
5
TD icon
Toronto Dominion Bank
TD
+$124M

Sector Composition

1 Financials 21.44%
2 Technology 19.83%
3 Industrials 13.29%
4 Healthcare 9.07%
5 Energy 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
-3,129
1627
-104,251
1628
-31,433
1629
-4,456
1630
-5,570
1631
-4,646
1632
-3,156
1633
-10,155
1634
-43,437
1635
-20,700