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
$65.4B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,682
New
Increased
Reduced
Closed

Top Buys

1
+$181M
2
+$176M
3
+$165M
4
TMO icon
Thermo Fisher Scientific
TMO
+$145M
5
BMO icon
Bank of Montreal
BMO
+$106M

Top Sells

1
+$372M
2
+$203M
3
+$154M
4
URI icon
United Rentals
URI
+$151M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$144M

Sector Composition

1 Financials 20.6%
2 Technology 19.21%
3 Industrials 12.87%
4 Healthcare 9.85%
5 Energy 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$44.4M 0.07%
3,051,126
+434,862
227
$44.1M 0.07%
3,546,386
+1,008,824
228
$43.2M 0.07%
205,046
+20,914
229
$43.1M 0.07%
174,233
-871
230
$42.8M 0.07%
59,644
-7,066
231
$41.9M 0.06%
485,190
-14,396
232
$41.9M 0.06%
491,184
-317,017
233
$41.3M 0.06%
362,885
-29,954
234
$41M 0.06%
367,595
-15,547
235
$40.7M 0.06%
208,636
+3,695
236
$40.6M 0.06%
677,383
+123,545
237
$40M 0.06%
264,130
+40,250
238
$39.3M 0.06%
195,843
-1,845
239
$39.3M 0.06%
80,952
+8,741
240
$37.8M 0.06%
966,483
+51,984
241
$37.6M 0.06%
963,817
+233,727
242
$37.2M 0.06%
998,976
-21,466
243
$37.2M 0.06%
2,662,384
-143,019
244
$36.8M 0.06%
212,609
+49,748
245
$36.8M 0.06%
2,282,366
-575,897
246
$36.7M 0.06%
478,837
+74,710
247
$36.6M 0.06%
892,660
-372,363
248
$36.5M 0.06%
130,135
+8,540
249
$36M 0.05%
625,883
+43,790
250
$35.2M 0.05%
1,122,984
-440,894
8 9
10
11 12