Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $82.6B
1-Year Est. Return 23.2%
This Fund
S&P 500
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
1751
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-11,271
1752
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-20,248
1753
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-463,148
1754
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-161,094
1755
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1756
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-79,341
1757
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-33,221
1758
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-2,567
1759
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-54,823
1760
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-43,005
1761
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-3,678
1762
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-3,913
1763
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-11,496
1764
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-33,321
1765
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-11,094
1766
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-60,595
1767
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-6,820
1768
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-9,617
1769
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-19,098
1770
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-7,764
1771
– –
-17,149
1772
– –
-18,724
1773
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-134,051
1774
– –
-28,569
1775
– –
-63,727
69 70
71
72 73