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
$16B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$106M
3
+$103M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98.9M
5
DVA icon
DaVita
DVA
+$82.8M

Top Sells

1
+$101M
2
+$98.9M
3
+$72.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$71.8M
5
TSM icon
TSMC
TSM
+$61.9M

Sector Composition

1 Financials 24.64%
2 Industrials 12.49%
3 Energy 11.68%
4 Healthcare 11.21%
5 Technology 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.82M 0.02%
119,328
-530,672
302
$2.81M 0.02%
243,970
+102,081
303
$2.8M 0.02%
51,702
-398,431
304
$2.79M 0.02%
52,735
-27,237
305
$2.78M 0.02%
+449,060
306
$2.76M 0.02%
154,846
+1,217
307
$2.74M 0.02%
77,917
+25,924
308
$2.69M 0.02%
414,804
+14,600
309
$2.68M 0.02%
26,316
-329,454
310
$2.61M 0.02%
296,300
311
$2.61M 0.02%
40,273
-45,225
312
$2.55M 0.02%
38,167
+6,377
313
$2.53M 0.02%
26,142
+6,071
314
$2.47M 0.02%
65,227
-12,173
315
$2.46M 0.02%
105,032
+33,085
316
$2.38M 0.01%
+238,650
317
$2.37M 0.01%
57,470
-20,319
318
$2.36M 0.01%
20,309
-56,758
319
$2.18M 0.01%
573,000
+87,300
320
$2.13M 0.01%
149,200
-72,300
321
$2.08M 0.01%
32,581
-13,098
322
$2.07M 0.01%
179,100
323
$2.07M 0.01%
56,902
-4,400
324
$2.06M 0.01%
+45,000
325
$2.06M 0.01%
94,650
+3,800
11 12
13
14 15