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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.95M 0.03%
18,400
302
$2.94M 0.03%
222,500
-1,500
303
$2.91M 0.03%
359,430
+54,600
304
$2.88M 0.03%
+12,505
305
$2.87M 0.03%
195,330
306
$2.85M 0.03%
39,455
+16,672
307
$2.83M 0.03%
+43,893
308
$2.82M 0.03%
123,429
+20,175
309
$2.79M 0.03%
23,899
+1,635
310
$2.78M 0.03%
43,911
+12,178
311
$2.73M 0.02%
98,140
-4,079
312
$2.67M 0.02%
80,472
+11,305
313
$2.66M 0.02%
61,752
-27,946
314
$2.64M 0.02%
55,864
315
$2.6M 0.02%
19,928
+3,328
316
$2.6M 0.02%
20,300
+6,600
317
$2.58M 0.02%
57,125
+2,300
318
$2.55M 0.02%
73,542
+41,143
319
$2.55M 0.02%
86,878
-4,383
320
$2.54M 0.02%
+68,558
321
$2.53M 0.02%
54,675
+1,610
322
$2.5M 0.02%
7,354
+1,247
323
$2.48M 0.02%
+67,388
324
$2.48M 0.02%
299,960
+4,960
325
$2.41M 0.02%
32,350
-27,965
11 12
13
14 15