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
$65.4B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,682
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$163M
3
+$162M
4
TMO icon
Thermo Fisher Scientific
TMO
+$151M
5
BMO icon
Bank of Montreal
BMO
+$103M

Top Sells

1
+$359M
2
+$202M
3
+$146M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$143M
5
MSFT icon
Microsoft
MSFT
+$131M

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
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-19,325
1652
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-9,512
1653
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-3,292
1654
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-94,500
1655
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1656
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-2,275
1657
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-7,055
1658
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-107
1659
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-9,228
1660
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-14,084
1661
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-22,950
1662
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-24,906
1663
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-13,639
1664
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-6,903
1665
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-4,624
1666
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-4,172
1667
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-37,045
1668
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-17,003
1669
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-887
1670
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-19,365
1671
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-20,000
1672
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-34,059
1673
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-4,606
1674
– –
-14,087
1675
– –
-8,805
64 65 66
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