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
1801
– –
-6,317
1802
– –
-28,236
1803
– –
-42,522
1804
– –
-40,267
1805
– –
-6,445
1806
– –
-16,892
1807
– –
-2,829
1808
– –
-4,607
1809
– –
-16,869
1810
– –
-9,357
1811
– –
-17,212
1812
– –
-11,303
1813
– –
-9,967
1814
– –
-12,568
1815
– –
-109,874
1816
– –
-6,269
1817
– –
-21,974
1818
– –
-29,206
1819
– –
-36,275
1820
– –
-1,152
1821
– –
-91,362
1822
– –
-10,169
1823
– –
-1,500
1824
– –
-4,906
1825
– –
-18,176
70 71 72
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