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
$16B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$106M
3
+$103M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98.9M
5
DVA icon
DaVita
DVA
+$82.8M

Top Sells

1
+$101M
2
+$98.9M
3
+$72.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$71.8M
5
TSM icon
TSMC
TSM
+$61.9M

Sector Composition

1 Financials 24.64%
2 Industrials 12.49%
3 Energy 11.68%
4 Healthcare 11.21%
5 Technology 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.89M 0.03%
232,363
+48,139
252
$4.84M 0.03%
+90,787
253
$4.74M 0.03%
+390,285
254
$4.56M 0.03%
918,941
-21,484
255
$4.54M 0.03%
117,124
-229,427
256
$4.51M 0.03%
+40,092
257
$4.5M 0.03%
100,243
-594,356
258
$4.46M 0.03%
162,330
+55,463
259
$4.36M 0.03%
77,082
+288
260
$4.34M 0.03%
26,069
-9,677
261
$4.33M 0.03%
220,600
-12,940
262
$4.32M 0.03%
+38,742
263
$4.31M 0.03%
+114,927
264
$4.31M 0.03%
67,321
+20,358
265
$4.25M 0.03%
+64,976
266
$4.13M 0.03%
192,269
+22,522
267
$3.97M 0.02%
162,708
-36,326
268
$3.94M 0.02%
20,721
+9,845
269
$3.89M 0.02%
79,799
+40,429
270
$3.86M 0.02%
+59,582
271
$3.83M 0.02%
160,629
+142,509
272
$3.82M 0.02%
72,500
-93,300
273
$3.8M 0.02%
+535,810
274
$3.79M 0.02%
+78,455
275
$3.62M 0.02%
32,902
9 10
11
12 13