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
$67.3B
AUM Growth
-$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,665
New
Increased
Reduced
Closed

Top Buys

1
+$187M
2
+$173M
3
+$164M
4
AAPL icon
Apple
AAPL
+$142M
5
SHOP icon
Shopify
SHOP
+$139M

Top Sells

1
+$241M
2
+$160M
3
+$157M
4
TU icon
Telus
TU
+$129M
5
CPRT icon
Copart
CPRT
+$126M

Sector Composition

1 Technology 21.36%
2 Financials 20.78%
3 Industrials 12.2%
4 Healthcare 9.16%
5 Energy 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
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-7,042
1627
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-4,137
1628
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-12,278
1629
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-16,657
1630
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1631
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1632
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-12,579
1633
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-12,904
1634
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-13,405
1635
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-14,037
1636
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-7,940
1637
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-3,924
1638
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-24,313
1639
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1640
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-11,279
1641
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1642
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1643
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1644
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1645
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1646
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-11,350
1647
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-66,319
1648
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-40,814
1649
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-15,266
1650
– –
-1,978
63 64 65
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