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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$616M
2
+$132M
3
+$115M
4
WAT icon
Waters Corp
WAT
+$98.4M
5
ABBV icon
AbbVie
ABBV
+$95.5M

Top Sells

1
+$180M
2
+$165M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$138M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$14M 0.04%
114,453
-19,164
277
$14M 0.04%
206,500
-239,441
278
$13.6M 0.04%
2,455,062
-67,580
279
$13.5M 0.03%
381,400
-635,768
280
$13.3M 0.03%
99,393
-4,853
281
$13.2M 0.03%
64,753
-139,042
282
$13.2M 0.03%
238,765
+27,878
283
$13M 0.03%
+455,049
284
$12.8M 0.03%
375,551
-467,702
285
$12.7M 0.03%
250,449
-917,483
286
$12.4M 0.03%
142,687
+178
287
$12.3M 0.03%
270,285
+31,348
288
$12.3M 0.03%
125,947
-11,440
289
$12.1M 0.03%
331,797
-151,565
290
$11.9M 0.03%
261,863
+31,096
291
$11.6M 0.03%
652,345
+236,945
292
$11.4M 0.03%
125,396
-7,992
293
$11.4M 0.03%
163,122
+92,545
294
$11.4M 0.03%
130,216
+8,590
295
$11.2M 0.03%
+261,492
296
$11.1M 0.03%
445,032
+26,905
297
$11.1M 0.03%
133,434
-36,181
298
$11.1M 0.03%
46,518
-47,442
299
$10.6M 0.03%
26,850
-20,084
300
$10.6M 0.03%
145,483
+19,877
10 11
12
13 14