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
$16B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$106M
3
+$103M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98.9M
5
DVA icon
DaVita
DVA
+$82.8M

Top Sells

1
+$101M
2
+$98.9M
3
+$72.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$71.8M
5
TSM icon
TSMC
TSM
+$61.9M

Sector Composition

1 Financials 24.64%
2 Industrials 12.49%
3 Energy 11.68%
4 Healthcare 11.21%
5 Technology 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.56M 0.02%
157,460
+50,743
277
$3.53M 0.02%
+41,726
278
$3.53M 0.02%
202,205
+67,556
279
$3.51M 0.02%
23,045
-1,433
280
$3.46M 0.02%
59,272
+15,679
281
$3.43M 0.02%
256,600
+87,540
282
$3.41M 0.02%
243,407
+51,109
283
$3.4M 0.02%
+64,873
284
$3.4M 0.02%
40,825
+4,995
285
$3.4M 0.02%
19,847
286
$3.38M 0.02%
27,371
-20,700
287
$3.38M 0.02%
50,431
+13,463
288
$3.3M 0.02%
17,842
+5,421
289
$3.3M 0.02%
90,384
+55,901
290
$3.21M 0.02%
+157,123
291
$3.14M 0.02%
90,984
292
$3.1M 0.02%
116,749
+34,732
293
$3.06M 0.02%
45,994
-721,666
294
$3.05M 0.02%
+1,200,000
295
$3.03M 0.02%
92,146
-240,214
296
$2.95M 0.02%
49,302
+20,276
297
$2.94M 0.02%
51,067
+19,402
298
$2.94M 0.02%
18,107
-7,000
299
$2.87M 0.02%
14,813
-94,086
300
$2.86M 0.02%
22,776
-92,608
10 11
12
13 14