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
$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
– –
-107
1652
– –
-9,228
1653
– –
-14,084
1654
– –
-41,116
1655
– –
-1,670
1656
– –
-2,081
1657
– –
-22,950
1658
– –
-24,906
1659
– –
-13,639
1660
– –
-6,903
1661
– –
-13,634
1662
– –
-4,624
1663
– –
-4,172
1664
– –
-37,045
1665
– –
-17,003
1666
– –
-887
1667
– –
-19,365
1668
– –
-20,000
1669
– –
-34,059
1670
– –
-4,606
1671
– –
-14,087
1672
– –
-8,805
1673
– –
-7,705
1674
– –
-1,210
1675
– –
-7,700
64 65 66
67
68