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
1751
– –
-21,878
1752
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-26,983
1753
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-16,114
1754
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-5,082
1755
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-118,025
1756
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-130,903
1757
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-27,353
1758
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-6,192
1759
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-19,725
1760
– –
-282,080
1761
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-35,094
1762
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-22,326
1763
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-10,800
1764
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-4,744
1765
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-15,437
1766
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-21,172
1767
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-1,389
1768
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-11,533
1769
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-3,333
1770
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-11,271
1771
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-20,248
1772
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-463,148
1773
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-161,094
1774
– –
-37,187
1775
– –
-79,341
69 70
71
72 73