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

Top Buys

1
+$293M
2
+$272M
3
+$217M
4
MDT icon
Medtronic
MDT
+$149M
5
IBM icon
IBM
IBM
+$148M

Top Sells

1
+$233M
2
+$195M
3
+$194M
4
CDNS icon
Cadence Design Systems
CDNS
+$183M
5
AMZN icon
Amazon
AMZN
+$151M

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
1726
– –
-4,459
1727
– –
-17,496
1728
– –
-3,310
1729
– –
-2,856
1730
– –
-9,481
1731
– –
-147,853
1732
– –
-35,217
1733
– –
-78,193
1734
– –
-415,386
1735
– –
-41,555
1736
– –
-7,133
1737
– –
-16,528
1738
– –
-4,419
1739
– –
-29,172
1740
– –
-5,422
1741
– –
-16,997
1742
– –
-39,617
1743
– –
-6,743
1744
– –
-24,000
1745
– –
-33,875
1746
– –
-19,585
1747
– –
-29,930
1748
– –
-10,667
1749
– –
-4,047
1750
– –
-5,072
68 69
70
71 72