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
$39.2B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$256M
3
+$202M
4
PEP icon
PepsiCo
PEP
+$188M
5
PM icon
Philip Morris
PM
+$176M

Top Sells

1
+$522M
2
+$456M
3
+$241M
4
SJR
Shaw Communications Inc.
SJR
+$240M
5
TRP icon
TC Energy
TRP
+$223M

Sector Composition

1 Financials 24.31%
2 Industrials 11.72%
3 Energy 11.23%
4 Technology 11.15%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$16.3M 0.04%
210,497
-29,975
252
$16.1M 0.04%
665,424
+513,588
253
$15.9M 0.04%
522,764
+100,437
254
$15.8M 0.04%
126,674
+7,851
255
$15.7M 0.04%
1,028,080
-190,250
256
$15.6M 0.04%
106,005
-21,599
257
$15.2M 0.04%
4,043,479
-713,141
258
$15M 0.04%
405,947
-98,051
259
$14.9M 0.04%
234,910
+183,323
260
$14.6M 0.04%
239,139
+30,039
261
$14.5M 0.04%
199,162
-7,999
262
$14.5M 0.04%
290,289
+125,845
263
$14.4M 0.04%
323,041
+25,946
264
$13.8M 0.04%
151,454
+22,566
265
$13.7M 0.04%
236,366
+32,913
266
$13.7M 0.03%
215,040
+105,840
267
$13.7M 0.03%
+33,437
268
$13.6M 0.03%
828,356
-4,539
269
$13.3M 0.03%
738,935
-334,374
270
$13.3M 0.03%
152,184
-37,000
271
$13.3M 0.03%
130,495
+460
272
$13.1M 0.03%
248,640
+124,535
273
$13M 0.03%
140,593
+20,351
274
$12.9M 0.03%
249,918
-166,689
275
$12.9M 0.03%
121,166
+30,000
9 10
11
12 13