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
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$181M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$143M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$143M

Top Sells

1
+$261M
2
+$230M
3
+$110M
4
CP icon
Canadian Pacific Kansas City
CP
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.7M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$15.5M 0.04%
410,456
-134,251
252
$15.2M 0.04%
232,503
-69,007
253
$15M 0.04%
148,419
+77,067
254
$14.8M 0.04%
436,143
-93,897
255
$14.8M 0.04%
191,996
+16,800
256
$14.8M 0.04%
242,268
-74,534
257
$14.7M 0.04%
568,260
+492,027
258
$14.6M 0.04%
1,428,562
+1,360,367
259
$14.5M 0.04%
1,493,771
+1,279,691
260
$14.5M 0.04%
23,282
+4,521
261
$14.5M 0.04%
1,555,927
+33,578
262
$14.2M 0.04%
187,597
-18,020
263
$13.8M 0.04%
265,506
+118,265
264
$13.7M 0.04%
529,390
+83,976
265
$13.7M 0.04%
750,066
-330,549
266
$13.6M 0.04%
51,711
+34,012
267
$13.4M 0.04%
58,658
+54,656
268
$13.2M 0.04%
60,236
+46,018
269
$13.2M 0.04%
63,942
+33,163
270
$13.2M 0.04%
220,450
+201,219
271
$13M 0.03%
261,032
+7,329
272
$12.9M 0.03%
+325,493
273
$12.8M 0.03%
373,272
+284,228
274
$12.8M 0.03%
265,775
-9,017
275
$12.7M 0.03%
250,449
9 10
11
12 13