Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $83.3B
1-Year Est. Return 31.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.2B
AUM Growth
+$6.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,806
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$298M
3
+$231M
4
AMZN icon
Amazon
AMZN
+$177M
5
FSV icon
FirstService
FSV
+$128M

Top Sells

1
+$239M
2
+$236M
3
+$199M
4
ACN icon
Accenture
ACN
+$136M
5
ORCL icon
Oracle
ORCL
+$126M

Sector Composition

1 Financials 22.09%
2 Technology 21.8%
3 Industrials 11.13%
4 Healthcare 8.33%
5 Energy 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
– –
-56,450
1702
– –
-104,816
1703
– –
-50,506
1704
– –
-23,286
1705
– –
-3,203
1706
– –
-41,090
1707
– –
-6,773
1708
– –
-50,069
1709
– –
-54,798
1710
– –
-13,955
1711
– –
-9,720
1712
– –
-36,001
1713
– –
-22,945
1714
– –
-115,975
1715
– –
-297,583
1716
– –
-24,071
1717
– –
-40,288
1718
– –
-266,885
1719
– –
-1,691
1720
– –
-30,108
1721
– –
-27,851
1722
– –
-88,631
1723
– –
-26,281
1724
– –
-29,347
1725
– –
-12,373
67 68
69
70 71