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
1676
– –
-18,173
1677
– –
-13,034
1678
– –
-68,759
1679
– –
-10,773
1680
– –
-10,922
1681
– –
-3,229
1682
– –
-13,273
1683
– –
-5,836
1684
– –
-171,584
1685
– –
-497,555
1686
– –
-23,440
1687
– –
-11,383
1688
– –
-11,644
1689
– –
-11,238
1690
– –
-2,355
1691
– –
-25,000
1692
– –
-3,906
1693
– –
-2,875
1694
– –
-18,690
1695
– –
-6,319
1696
– –
-10,937
1697
– –
-3,367
1698
– –
-14,876
1699
– –
-15,693
1700
– –
-4,620
65 66 67
68
69