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
1726
– –
-199,774
1727
– –
-210,700
1728
– –
-5,566
1729
– –
-26,821
1730
– –
-24,504
1731
– –
-6,616
1732
– –
-3,711
1733
– –
-10,690
1734
– –
-39,139
1735
– –
-1,849
1736
– –
-6,613
1737
– –
-7,942
1738
– –
-5,593
1739
– –
-14,539
1740
– –
-147,853
1741
– –
-35,217
1742
– –
-78,193
1743
– –
-415,386
1744
– –
-7,133
1745
– –
-16,528
1746
– –
-4,419
1747
– –
-29,172
1748
– –
-5,422
1749
– –
-16,997
1750
– –
-39,617
68 69
70
71 72