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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$27.2M 0.07%
289,519
+286,952
227
$26.6M 0.06%
679,748
-26,300
228
$26.5M 0.06%
287,712
+156,946
229
$26.2M 0.06%
+643,015
230
$25.9M 0.06%
795,399
+107,300
231
$25.9M 0.06%
2,702,500
+7,500
232
$25.8M 0.06%
8,331,500
+3,721,500
233
$25.8M 0.06%
1,831,557
+719,057
234
$25.4M 0.06%
894,936
+592,801
235
$25.4M 0.06%
258,005
+62,505
236
$24.9M 0.06%
202,176
+58,429
237
$24.7M 0.06%
7,913,833
+498,933
238
$24M 0.06%
127,541
+124,370
239
$23.9M 0.06%
388,400
+339,829
240
$23.5M 0.06%
175,509
+115,356
241
$23.4M 0.06%
506,676
+142,191
242
$22.9M 0.06%
5,311,792
+370,273
243
$22.9M 0.06%
834,813
+201,387
244
$22.7M 0.05%
478,768
+193,868
245
$22.6M 0.05%
204,544
+5,561
246
$22.5M 0.05%
804,230
+279,200
247
$21.8M 0.05%
818,160
+142,800
248
$21.8M 0.05%
680,138
+224,003
249
$21.6M 0.05%
125,381
-44,805
250
$21.4M 0.05%
1,872,500
+240,000
8 9
10
11 12