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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.27M 0.07%
27,536
-3,704
227
$7.2M 0.07%
15,660
-20
228
$7.05M 0.06%
104,400
+754
229
$6.83M 0.06%
652,300
+41,400
230
$6.76M 0.06%
+80,240
231
$6.69M 0.06%
170,722
-10,465
232
$6.59M 0.06%
40,600
-10,131
233
$6.54M 0.06%
210,832
+10,854
234
$6.39M 0.06%
77,695
+24,705
235
$6.37M 0.06%
50,198
-77,869
236
$6.36M 0.06%
196,400
-83,500
237
$6.18M 0.06%
132,323
+1,447
238
$6.18M 0.06%
100,700
+52,375
239
$6.12M 0.06%
196,761
+34,579
240
$6M 0.05%
120,100
241
$6M 0.05%
576,300
242
$5.94M 0.05%
93,807
+14,107
243
$5.93M 0.05%
42,680
+28,760
244
$5.85M 0.05%
80,678
-35,642
245
$5.78M 0.05%
1,017,009
-712,091
246
$5.71M 0.05%
203,870
-11,272
247
$5.7M 0.05%
169,672
-43,303
248
$5.59M 0.05%
234,303
+13,120
249
$5.41M 0.05%
41,140
+10,992
250
$5.35M 0.05%
793,685
-367,694
8 9
10
11 12