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
$16B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$106M
3
+$103M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98.9M
5
DVA icon
DaVita
DVA
+$82.8M

Top Sells

1
+$101M
2
+$98.9M
3
+$72.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$71.8M
5
TSM icon
TSMC
TSM
+$61.9M

Sector Composition

1 Financials 24.64%
2 Industrials 12.49%
3 Energy 11.68%
4 Healthcare 11.21%
5 Technology 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.08M 0.04%
357,025
+108,074
227
$6.99M 0.04%
147,792
+44,105
228
$6.6M 0.04%
306,571
-314,283
229
$6.55M 0.04%
90,699
-217,063
230
$6.49M 0.04%
154,198
-14,355
231
$6.44M 0.04%
46,900
+9,200
232
$6.34M 0.04%
206,798
-42,889
233
$6.3M 0.04%
130,030
+3,725
234
$6.28M 0.04%
125,500
+5,561
235
$6.17M 0.04%
1,465,281
-366,736
236
$6.08M 0.04%
860,000
+620,000
237
$6.04M 0.04%
63,138
-142,264
238
$5.97M 0.04%
140,962
-101,568
239
$5.78M 0.04%
8,144,793
240
$5.57M 0.03%
134,991
+26,826
241
$5.5M 0.03%
220,293
+206,828
242
$5.35M 0.03%
141,729
-184,766
243
$5.3M 0.03%
151,376
+48,284
244
$5.22M 0.03%
257,660
+87,556
245
$5.2M 0.03%
279,426
-136,241
246
$5.17M 0.03%
342,500
-79,800
247
$5.11M 0.03%
220,097
+185,097
248
$5.1M 0.03%
+387,547
249
$4.94M 0.03%
727,907
+278,734
250
$4.91M 0.03%
372,563
-119,028
8 9
10
11 12