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
$70.3B
AUM Growth
-$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,829
New
Increased
Reduced
Closed

Top Buys

1
+$296M
2
+$269M
3
+$200M
4
SHOP icon
Shopify
SHOP
+$155M
5
MDT icon
Medtronic
MDT
+$149M

Top Sells

1
+$238M
2
+$220M
3
+$202M
4
CDNS icon
Cadence Design Systems
CDNS
+$200M
5
AMZN icon
Amazon
AMZN
+$172M

Sector Composition

1 Financials 22.15%
2 Technology 20.13%
3 Industrials 11.13%
4 Healthcare 9.6%
5 Energy 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
– –
-4,459
1702
– –
-17,496
1703
– –
-3,310
1704
– –
-2,856
1705
– –
-9,481
1706
– –
-55,145
1707
– –
-103,081
1708
– –
-3,301
1709
– –
-6,642
1710
– –
-3,427
1711
– –
-47,792
1712
– –
-18,192
1713
– –
-54,244
1714
– –
-437,964
1715
– –
-20,175
1716
– –
-111,310
1717
– –
-64,401
1718
– –
-66,399
1719
– –
-66,110
1720
– –
-2,874
1721
– –
-199,774
1722
– –
-210,700
1723
– –
-5,566
1724
– –
-26,821
1725
– –
-24,504
67 68
69
70 71