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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$616M
2
+$132M
3
+$115M
4
WAT icon
Waters Corp
WAT
+$98.4M
5
ABBV icon
AbbVie
ABBV
+$95.5M

Top Sells

1
+$180M
2
+$165M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$138M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23.2M 0.06%
636,497
+105,312
227
$22.9M 0.06%
562,466
-176,951
228
$22.9M 0.06%
+620,614
229
$22.4M 0.06%
571,677
+345,117
230
$22.2M 0.06%
528,666
+34,073
231
$21.8M 0.06%
731,163
-29,764
232
$21.5M 0.06%
466,437
+269,982
233
$21.5M 0.06%
232,001
+67,679
234
$21.4M 0.06%
985,968
-451,362
235
$21.2M 0.05%
2,111,263
+192,600
236
$20.7M 0.05%
377,202
-5,918
237
$20.6M 0.05%
1,740,305
-860,302
238
$20.6M 0.05%
100,413
+26,229
239
$20.3M 0.05%
652,514
-1,647,899
240
$20M 0.05%
205,134
-285,837
241
$19.9M 0.05%
178,491
-661,789
242
$19.5M 0.05%
188,725
243
$19.4M 0.05%
526,479
-675,081
244
$19.2M 0.05%
216,633
-91,698
245
$18.9M 0.05%
392,074
-59
246
$18.6M 0.05%
453,144
-178,325
247
$18.5M 0.05%
+757,532
248
$18.5M 0.05%
237,417
+29,906
249
$18.4M 0.05%
210,751
+261
250
$18M 0.05%
2,771,816
-1,942,621
8 9
10
11 12