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
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$181M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$143M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$143M

Top Sells

1
+$261M
2
+$230M
3
+$110M
4
CP icon
Canadian Pacific Kansas City
CP
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.7M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12.5M 0.03%
+496,801
277
$12.3M 0.03%
1,009,973
+777,654
278
$12.2M 0.03%
980,600
+356,300
279
$12.1M 0.03%
81,666
+5,462
280
$12M 0.03%
174,903
-3,346
281
$12M 0.03%
219,171
-966
282
$12M 0.03%
171,794
-40,038
283
$11.7M 0.03%
277,042
-33,805
284
$11.5M 0.03%
62,274
+5,545
285
$11.3M 0.03%
191,550
-61,176
286
$11.1M 0.03%
272,170
+68,811
287
$11M 0.03%
145,251
-81,216
288
$11M 0.03%
2,637,600
+2,094,390
289
$10.9M 0.03%
293,753
+36,250
290
$10.9M 0.03%
102,072
+83,728
291
$10.8M 0.03%
126,135
-1,740
292
$10.8M 0.03%
259,417
-173,043
293
$10.8M 0.03%
1,570,984
-381,463
294
$10.6M 0.03%
326,055
+52,762
295
$10.5M 0.03%
487,680
+9,100
296
$10.5M 0.03%
911,940
+858,324
297
$10.4M 0.03%
127,337
+21,706
298
$10.4M 0.03%
343,012
+296,722
299
$10.3M 0.03%
162,807
+86,709
300
$10.2M 0.03%
58,223
+38,782
10 11
12
13 14