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
1651
– –
-9,256
1652
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-1,098,200
1653
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-992
1654
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-87,754
1655
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1656
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1657
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-11,850
1658
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-3,149
1659
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-14,014
1660
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-19,370
1661
– –
-7,291
1662
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-1,093
1663
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-458
1664
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-9,650
1665
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-4,651
1666
– –
-310
1667
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-1,854
1668
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-14,183
1669
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-6,141
1670
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-14,649
1671
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0
1672
– –
-2,834
1673
– –
-157
1674
– –
-1,073
1675
– –
-3,628
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