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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.88M 0.04%
66,275
-44,625
277
$3.83M 0.03%
176,369
+21,094
278
$3.74M 0.03%
209,494
-47
279
$3.73M 0.03%
90,159
-36,350
280
$3.67M 0.03%
32,600
+5,600
281
$3.66M 0.03%
195,547
+3,990
282
$3.55M 0.03%
+30,200
283
$3.49M 0.03%
108,984
+97,838
284
$3.44M 0.03%
442,222
+25,846
285
$3.4M 0.03%
121,237
286
$3.37M 0.03%
54,112
+3,162
287
$3.32M 0.03%
16,400
-4,086
288
$3.29M 0.03%
42,600
+700
289
$3.27M 0.03%
174,855
+5,438
290
$3.27M 0.03%
+250,576
291
$3.23M 0.03%
144,533
+10,653
292
$3.19M 0.03%
+170,947
293
$3.17M 0.03%
+171,304
294
$3.15M 0.03%
100,089
+1,518
295
$3.13M 0.03%
58,254
+6,132
296
$3.1M 0.03%
46,964
+41,573
297
$3.05M 0.03%
+775,000
298
$3.04M 0.03%
39,748
+5,398
299
$3M 0.03%
75,414
-7,753
300
$2.96M 0.03%
+177,565
10 11
12
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