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
$70.3B
AUM Growth
-$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,829
New
Increased
Reduced
Closed

Top Buys

1
+$293M
2
+$272M
3
+$217M
4
MDT icon
Medtronic
MDT
+$149M
5
IBM icon
IBM
IBM
+$148M

Top Sells

1
+$233M
2
+$195M
3
+$194M
4
CDNS icon
Cadence Design Systems
CDNS
+$183M
5
AMZN icon
Amazon
AMZN
+$151M

Sector Composition

1 Financials 22.15%
2 Technology 20.13%
3 Industrials 11.13%
4 Healthcare 9.6%
5 Energy 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$44.5M 0.06%
182,639
-22,441
227
$44.5M 0.06%
793,787
+10,326
228
$44.3M 0.06%
654,098
-167,674
229
$43.5M 0.06%
614,046
-36,749
230
$43.3M 0.06%
637,679
-373,205
231
$42.9M 0.06%
1,224,388
+147,195
232
$42.8M 0.06%
1,864,830
-197,077
233
$42.8M 0.06%
176,321
-49,641
234
$42.7M 0.06%
2,391,589
-599,478
235
$42.6M 0.06%
382,540
+106,245
236
$42.5M 0.06%
66,960
+11,928
237
$42.2M 0.06%
2,263,223
-325,085
238
$41.6M 0.06%
696,604
+216,665
239
$41.6M 0.06%
4,128,934
+34,037
240
$41.5M 0.06%
555,434
+47,162
241
$40.9M 0.06%
+153,259
242
$40.7M 0.06%
344,076
+99,467
243
$40.6M 0.06%
110,164
-27,485
244
$40.2M 0.06%
200,645
+44,274
245
$40M 0.06%
175,602
+81,290
246
$39.3M 0.06%
505,960
+497,810
247
$39.2M 0.06%
119,001
+1,996
248
$39M 0.06%
535,275
-213,110
249
$38.9M 0.06%
4,481,631
-24,567
250
$38.5M 0.05%
105,992
+5,239
8 9
10
11 12