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
1701
– –
-11,456
1702
– –
-18,379
1703
– –
-4,919
1704
– –
-10,049
1705
– –
-11,844
1706
– –
-18,951
1707
– –
-589
1708
– –
-33,439
1709
– –
-11,238
1710
– –
-21,267
1711
– –
-10,786
1712
– –
-1,957,001
1713
– –
-12,338
65 66 67 68
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