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
$71.9B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$227M
3
+$146M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$137M
5
BAC icon
Bank of America
BAC
+$135M

Top Sells

1
+$212M
2
+$205M
3
+$164M
4
TD icon
Toronto Dominion Bank
TD
+$161M
5
PG icon
Procter & Gamble
PG
+$152M

Sector Composition

1 Financials 25.72%
2 Technology 17.32%
3 Industrials 11.58%
4 Healthcare 9.11%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$36M 0.05%
1,287,320
-22,877
252
$35.9M 0.05%
1,322,155
-8,914
253
$35.9M 0.05%
227,937
+9,971
254
$35.7M 0.05%
1,117,317
+528,158
255
$35.4M 0.05%
1,628,487
-96,809
256
$35.3M 0.05%
243,784
+15,159
257
$35.2M 0.05%
962,648
+39,714
258
$34.8M 0.05%
215,746
-71,959
259
$34.6M 0.05%
571,714
+35,305
260
$34.4M 0.05%
200,998
+1,405
261
$34.2M 0.05%
928,185
+219,185
262
$34.1M 0.05%
344,004
+334,776
263
$33.9M 0.05%
1,624,493
+10,518
264
$33.8M 0.05%
395,827
-6,395
265
$33.5M 0.05%
161,925
+2,965
266
$33.3M 0.05%
749,876
+209,357
267
$33.1M 0.05%
273,522
-12,298
268
$32.3M 0.04%
1,739,084
-969,319
269
$31.7M 0.04%
330,740
+21,693
270
$31.5M 0.04%
104,620
+56,701
271
$31.2M 0.04%
590,370
+102,970
272
$31.1M 0.04%
271,777
-73,881
273
$30.9M 0.04%
199,739
-32,450
274
$30.8M 0.04%
829,328
+133,536
275
$30.8M 0.04%
126,349
-62,258
9 10
11
12 13