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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$21.3M 0.05%
214,289
+206,230
252
$21.1M 0.05%
+329,979
253
$21.1M 0.05%
331,048
+156,383
254
$20.9M 0.05%
120,026
+49,411
255
$20.9M 0.05%
942,863
+291,022
256
$20.7M 0.05%
+642,026
257
$20.6M 0.05%
+64,544
258
$20.5M 0.05%
500,736
-4,671
259
$20.4M 0.05%
440,589
+56,264
260
$20.2M 0.05%
+1,386,631
261
$19.5M 0.05%
900,668
-42,916
262
$19.5M 0.05%
+131,226
263
$19.4M 0.05%
730,712
+12,400
264
$18.8M 0.05%
264,533
+41,348
265
$18.7M 0.05%
366,067
+37,555
266
$18.4M 0.04%
305,329
+229,960
267
$18M 0.04%
771,339
+29,819
268
$17.8M 0.04%
780,688
+251,583
269
$17.7M 0.04%
206,568
+20,300
270
$17.7M 0.04%
4,241,467
+4,148,467
271
$17.7M 0.04%
470,510
-30,623
272
$17.6M 0.04%
+460,506
273
$17.6M 0.04%
+271,800
274
$17.6M 0.04%
151,166
+24,166
275
$17.5M 0.04%
511,569
-20,810
9 10
11
12 13