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
$71.9B
AUM Growth
+$4.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$292M
2
+$260M
3
+$220M
4
ALC icon
Alcon
ALC
+$217M
5
AAPL icon
Apple
AAPL
+$183M

Top Sells

1
+$385M
2
+$267M
3
+$248M
4
BDX icon
Becton Dickinson
BDX
+$184M
5
PEP icon
PepsiCo
PEP
+$146M

Sector Composition

1 Financials 21.61%
2 Technology 20.74%
3 Industrials 12.31%
4 Healthcare 9.9%
5 Energy 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
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-506
1627
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-15,209
1628
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-7,753
1629
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-125,475
1630
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-608,641
1631
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-5,772
1632
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-3,092
1633
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-16,326
1634
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-14,129
1635
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-16,474
1636
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1637
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-23,908
1638
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-35,755
1639
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-26,500
1640
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1641
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-10,236
1642
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1643
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-34,764
1644
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1645
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-16,429
1646
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-4,951
1647
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-156,838
1648
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-2,642
1649
– –
-6,342
1650
– –
-2,689
64 65
66
67 68