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
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$181M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$143M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$143M

Top Sells

1
+$261M
2
+$230M
3
+$110M
4
CP icon
Canadian Pacific Kansas City
CP
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.7M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20.6M 0.06%
146,878
+125,365
227
$20.4M 0.05%
330,996
+57,972
228
$20.1M 0.05%
68,026
-6,638
229
$19.9M 0.05%
80,200
230
$19.8M 0.05%
275,579
+141,636
231
$19.8M 0.05%
514,900
+233,367
232
$19.7M 0.05%
1,268,693
-3,653
233
$19.6M 0.05%
1,878,106
+341,420
234
$19.6M 0.05%
372,350
+4,916
235
$19.3M 0.05%
847,642
+3,316
236
$19.2M 0.05%
62,460
-534
237
$19.1M 0.05%
1,155,160
+1,031,337
238
$18.8M 0.05%
482,866
-1,047,594
239
$18.4M 0.05%
312,463
-129,263
240
$18.1M 0.05%
170,406
+43,676
241
$18M 0.05%
637,492
-51,382
242
$17.7M 0.05%
1,094,317
-4,541,388
243
$17.5M 0.05%
192,026
+52,194
244
$16.7M 0.04%
43,147
+21,254
245
$16.4M 0.04%
209,118
-222,437
246
$16.3M 0.04%
201,299
+143,628
247
$16.3M 0.04%
447,200
+164,495
248
$16.1M 0.04%
16,325
-585
249
$15.9M 0.04%
132,573
+77,286
250
$15.6M 0.04%
+195,667
8 9
10
11 12