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
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$163M
3
+$146M
4
BN icon
Brookfield
BN
+$139M
5
SPGI icon
S&P Global
SPGI
+$136M

Top Sells

1
+$271M
2
+$186M
3
+$163M
4
DXCM icon
DexCom
DXCM
+$141M
5
TMO icon
Thermo Fisher Scientific
TMO
+$135M

Sector Composition

1 Financials 23.87%
2 Technology 14.72%
3 Industrials 11.69%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17.9M 0.06%
115,765
-9,134
227
$17.9M 0.06%
936,291
+893,472
228
$17.8M 0.06%
245,030
+186,292
229
$16.9M 0.05%
1,346,816
-1,087,411
230
$16.5M 0.05%
316,802
+35,700
231
$16.2M 0.05%
91,702
+17,724
232
$16.2M 0.05%
844,326
-57,462
233
$15.8M 0.05%
1,272,346
+60,659
234
$15.6M 0.05%
258,728
+39,868
235
$15.3M 0.05%
80,200
+1,200
236
$15.2M 0.05%
338,253
-35,947
237
$14.4M 0.05%
273,024
-116,989
238
$14.3M 0.05%
+512,206
239
$14.2M 0.05%
310,847
+50,620
240
$14.1M 0.05%
252,726
+148,977
241
$14.1M 0.05%
3,538,825
+1,453,200
242
$13.7M 0.04%
579,374
+240,615
243
$13.6M 0.04%
432,460
+79,620
244
$13.5M 0.04%
226,467
+111,314
245
$13.1M 0.04%
175,196
-213,223
246
$13.1M 0.04%
301,510
-6,763
247
$13M 0.04%
2,292,430
-1,924,580
248
$12.9M 0.04%
205,617
-31,322
249
$12.8M 0.04%
2,287,008
+304,200
250
$12.8M 0.04%
603,183
-552,045
8 9
10
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