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
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$163M
3
+$146M
4
BN icon
Brookfield
BN
+$139M
5
SPGI icon
S&P Global
SPGI
+$136M

Top Sells

1
+$271M
2
+$186M
3
+$163M
4
DXCM icon
DexCom
DXCM
+$141M
5
TMO icon
Thermo Fisher Scientific
TMO
+$135M

Sector Composition

1 Financials 23.87%
2 Technology 14.72%
3 Industrials 11.69%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12.6M 0.04%
515,977
+146,363
252
$12.6M 0.04%
1,569,264
-35,829
253
$12.5M 0.04%
367,434
-628,794
254
$12.3M 0.04%
250,449
255
$12.2M 0.04%
152,169
+3,849
256
$12M 0.04%
126,708
+99,673
257
$11.9M 0.04%
532,735
+109,722
258
$11.9M 0.04%
72,000
-135,000
259
$11.8M 0.04%
383,387
+69,669
260
$11.8M 0.04%
826,270
+353,713
261
$11.7M 0.04%
274,792
-27,085
262
$11.7M 0.04%
445,414
+71,076
263
$11.6M 0.04%
18,535
+16,446
264
$11.6M 0.04%
1,536,686
-363,434
265
$11.2M 0.04%
2,258,343
+1,337,766
266
$11.2M 0.04%
3,713,952
+491,865
267
$10.8M 0.03%
76,204
-37,015
268
$10.7M 0.03%
5,365,418
+1,160,696
269
$10.5M 0.03%
281,533
+159,733
270
$10.4M 0.03%
133,943
-30,057
271
$10.4M 0.03%
126,730
+328
272
$10.3M 0.03%
253,703
+1,506
273
$10.1M 0.03%
1,225,274
-639,355
274
$10M 0.03%
220,137
+93,265
275
$9.87M 0.03%
211,832
-86,286
9 10
11
12 13