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
– –
-33,875
1752
– –
-19,585
1753
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-29,930
1754
– –
-10,667
1755
– –
-4,047
1756
– –
-5,072
1757
– –
-21,878
1758
– –
-26,983
1759
– –
-16,114
1760
– –
-5,082
1761
– –
-118,025
1762
– –
-130,903
1763
– –
-27,353
1764
– –
-6,192
1765
– –
-19,725
1766
– –
-282,080
1767
– –
-35,094
1768
– –
-22,326
1769
– –
-10,800
1770
– –
-4,744
1771
– –
-15,437
1772
– –
-1,389
1773
– –
-11,533
1774
– –
-3,333
1775
– –
-11,271
69 70
71
72 73