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
1776
– –
-15,437
1777
– –
-1,389
1778
– –
-11,533
1779
– –
-3,333
1780
– –
-11,271
1781
– –
-20,248
1782
– –
-463,148
1783
– –
-161,094
1784
– –
-37,187
1785
– –
-79,341
1786
– –
-33,221
1787
– –
-2,567
1788
– –
-54,823
1789
– –
-43,005
1790
– –
-3,678
1791
– –
-3,913
1792
– –
-11,496
1793
– –
-33,321
1794
– –
-11,094
1795
– –
-60,595
1796
– –
-6,820
1797
– –
-9,617
1798
– –
-19,098
1799
– –
-7,764
1800
– –
-17,149
70 71
72
73 74