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
$71.9B
AUM Growth
+$4.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$306M
2
+$276M
3
+$231M
4
TMO icon
Thermo Fisher Scientific
TMO
+$230M
5
AAPL icon
Apple
AAPL
+$191M

Top Sells

1
+$392M
2
+$264M
3
+$248M
4
BDX icon
Becton Dickinson
BDX
+$189M
5
ACN icon
Accenture
ACN
+$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
– –
-46,411
1702
– –
-11,918
1703
– –
-612
1704
– –
-11,456
1705
– –
-18,379
1706
– –
-4,919
1707
– –
-10,049
1708
– –
-11,844
1709
– –
-18,951
1710
– –
-589
1711
– –
-33,439
1712
– –
-11,238
1713
– –
-21,267
65 66 67 68
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