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
1751
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1752
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1753
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-17,649
1754
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-6,743
1755
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1756
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-33,875
1757
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-19,585
1758
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-29,930
1759
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-10,667
1760
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1761
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-5,072
1762
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-21,878
1763
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-26,983
1764
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1765
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-5,082
1766
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-118,025
1767
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-130,903
1768
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-27,353
1769
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-6,192
1770
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-19,725
1771
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-282,080
1772
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-35,094
1773
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-22,326
1774
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-10,800
1775
– –
-4,744
69 70
71
72 73