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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$17.5M 0.04%
177,363
+4,742
277
$17.5M 0.04%
153,000
+102,000
278
$17.3M 0.04%
+1,159,260
279
$17.2M 0.04%
242,761
+101,062
280
$17.2M 0.04%
936,763
-81,417
281
$17M 0.04%
772,625
+455,125
282
$16.6M 0.04%
+1,487,585
283
$16.6M 0.04%
1,224,658
-3,852
284
$16.5M 0.04%
976,000
+89,000
285
$16.4M 0.04%
+492,522
286
$16.1M 0.04%
+632,735
287
$16M 0.04%
962,491
-144,666
288
$16M 0.04%
132,349
-6,306
289
$15.9M 0.04%
690,910
-395,988
290
$15.8M 0.04%
+129,107
291
$15.7M 0.04%
414,973
+190,855
292
$15.6M 0.04%
240,792
+24,534
293
$15.5M 0.04%
258,190
+25,085
294
$15.5M 0.04%
221,049
+150,660
295
$14.9M 0.04%
+7,500
296
$14.9M 0.04%
+1,692,300
297
$14.8M 0.04%
784,700
+583,700
298
$14.7M 0.04%
+2,257,589
299
$14.7M 0.04%
239,156
-14,205
300
$14.5M 0.04%
400,000
10 11
12
13 14