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
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$163M
3
+$146M
4
BN icon
Brookfield
BN
+$139M
5
SPGI icon
S&P Global
SPGI
+$136M

Top Sells

1
+$271M
2
+$186M
3
+$163M
4
DXCM icon
DexCom
DXCM
+$141M
5
TMO icon
Thermo Fisher Scientific
TMO
+$135M

Sector Composition

1 Financials 23.87%
2 Technology 14.72%
3 Industrials 11.69%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9.55M 0.03%
397,840
-332,370
277
$9.53M 0.03%
316,346
-70,554
278
$9.48M 0.03%
1,889,043
279
$9.46M 0.03%
139,832
+20,371
280
$9.45M 0.03%
178,249
+25,360
281
$9.44M 0.03%
475,882
-2,482,206
282
$9.32M 0.03%
115,918
-17,847
283
$9.18M 0.03%
77,999
+50,550
284
$9.16M 0.03%
18,761
+593
285
$8.9M 0.03%
369,155
+116,991
286
$8.81M 0.03%
56,729
+18,367
287
$8.68M 0.03%
478,580
-86,820
288
$8.64M 0.03%
282,705
-53,423
289
$8.51M 0.03%
+176,308
290
$8.45M 0.03%
42,342
+2,766
291
$8.39M 0.03%
156,344
+13,072
292
$8.34M 0.03%
186,800
+16,800
293
$8.33M 0.03%
61,587
-135,314
294
$8.26M 0.03%
16,910
+62
295
$8.22M 0.03%
168,501
-55,840
296
$8.21M 0.03%
127,875
-30,540
297
$7.97M 0.03%
147,241
+64,575
298
$7.93M 0.03%
105,631
-10,467
299
$7.71M 0.02%
188,167
-1,344
300
$7.63M 0.02%
38,441
-11,144
10 11
12
13 14