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
$39.2B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$256M
3
+$202M
4
PEP icon
PepsiCo
PEP
+$188M
5
PM icon
Philip Morris
PM
+$176M

Top Sells

1
+$522M
2
+$456M
3
+$241M
4
SJR
Shaw Communications Inc.
SJR
+$240M
5
TRP icon
TC Energy
TRP
+$223M

Sector Composition

1 Financials 24.31%
2 Industrials 11.72%
3 Energy 11.23%
4 Technology 11.15%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12.9M 0.03%
554,911
-116,483
277
$12.8M 0.03%
202,469
-26,440
278
$12.8M 0.03%
276,999
-100,771
279
$12.7M 0.03%
557,619
-235,341
280
$12.6M 0.03%
94,650
+29,402
281
$12.6M 0.03%
140,691
-2,288
282
$12.6M 0.03%
1,713,670
-1,806
283
$12.6M 0.03%
700,722
+3,650
284
$12.5M 0.03%
454,030
+175,430
285
$12.4M 0.03%
233,519
+1,459
286
$12.3M 0.03%
659,581
-240,793
287
$12.3M 0.03%
540,200
288
$12.2M 0.03%
178,864
-15,900
289
$12.1M 0.03%
506,325
-21,500
290
$11.8M 0.03%
82,443
-30,268
291
$11.7M 0.03%
328,668
-26,591
292
$11.6M 0.03%
535,480
-50,314
293
$11.5M 0.03%
347,751
+9,149
294
$11.5M 0.03%
69,333
-35,854
295
$11.3M 0.03%
596,526
-687,845
296
$11.3M 0.03%
146,564
+6,455
297
$11.3M 0.03%
265,500
-3,480
298
$11.3M 0.03%
406,191
-2,971
299
$11.3M 0.03%
116,409
-20,156
300
$11.2M 0.03%
345,438
-205,124
10 11
12
13 14