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
$70.3B
AUM Growth
-$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,829
New
Increased
Reduced
Closed

Top Buys

1
+$293M
2
+$272M
3
+$217M
4
MDT icon
Medtronic
MDT
+$149M
5
IBM icon
IBM
IBM
+$148M

Top Sells

1
+$233M
2
+$195M
3
+$194M
4
CDNS icon
Cadence Design Systems
CDNS
+$183M
5
AMZN icon
Amazon
AMZN
+$151M

Sector Composition

1 Financials 22.15%
2 Technology 20.13%
3 Industrials 11.13%
4 Healthcare 9.6%
5 Energy 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$31.6M 0.05%
686,395
+450,141
277
$31.3M 0.04%
47,216
-2,352
278
$31.2M 0.04%
2,725,392
+2,024,090
279
$31.1M 0.04%
490,422
-49,228
280
$30.4M 0.04%
483,437
-73,213
281
$30.3M 0.04%
626,340
+177,538
282
$30.1M 0.04%
1,324,965
-652,008
283
$29.9M 0.04%
1,200,263
+68,342
284
$29.6M 0.04%
402,849
-127,188
285
$29.5M 0.04%
97,725
+33,259
286
$29.1M 0.04%
157,917
+131,265
287
$28.7M 0.04%
779,461
+108,572
288
$28.5M 0.04%
413,486
+257,248
289
$28.3M 0.04%
122,035
+29,261
290
$28.2M 0.04%
15,093
-22,652
291
$28.1M 0.04%
1,033,054
+688,515
292
$27.9M 0.04%
393,507
+249,182
293
$27.6M 0.04%
402,637
-21,500
294
$27.6M 0.04%
251,961
+13,046
295
$27.5M 0.04%
214,477
+41,259
296
$27.5M 0.04%
269,174
-1,846
297
$27.5M 0.04%
1,132,602
-85,000
298
$27.4M 0.04%
124,193
-6,008
299
$27.4M 0.04%
1,024,965
-291,628
300
$27.2M 0.04%
1,840,989
+241,076
10 11
12
13 14