Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $82.6B
1-Year Est. Return 23.2%
This Quarter Est. Return
1 Year Est. Return
+23.2%
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
+$306M
2
+$276M
3
+$231M
4
TMO icon
Thermo Fisher Scientific
TMO
+$230M
5
AAPL icon
Apple
AAPL
+$191M

Top Sells

1
+$392M
2
+$264M
3
+$248M
4
BDX icon
Becton Dickinson
BDX
+$189M
5
ACN icon
Accenture
ACN
+$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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-1,526
1627
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1628
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-4,048
1629
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1630
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1631
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-7,455
1632
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1633
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1634
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-13,034
1635
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-68,759
1636
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-10,773
1637
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1638
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-3,229
1639
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1640
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-5,836
1641
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1642
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-497,555
1643
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1644
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1645
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1646
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-9,986
1647
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-5,871
1648
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-835
1649
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-10,123
1650
– –
-12,141
64 65
66
67 68