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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$14.2M 0.03%
172,698
-55,978
302
$14.1M 0.03%
1,146,242
303
$14.1M 0.03%
285,736
-4,856
304
$13.9M 0.03%
1,034,659
-413,135
305
$13.8M 0.03%
256,209
-52,932
306
$13.6M 0.03%
146,300
+137,800
307
$13.5M 0.03%
+472,531
308
$13.4M 0.03%
114,155
+97,615
309
$13.4M 0.03%
137,677
+133,752
310
$13.3M 0.03%
4,853,362
-220,653
311
$13.2M 0.03%
+337,339
312
$13.1M 0.03%
150,668
+146,351
313
$13M 0.03%
+124,642
314
$13M 0.03%
58,687
-2,765
315
$12.8M 0.03%
139,130
+313
316
$12.7M 0.03%
824,946
-17,786
317
$12.7M 0.03%
+381,517
318
$12.6M 0.03%
+256,066
319
$12.6M 0.03%
250,318
+61,077
320
$12.5M 0.03%
115,813
+5,505
321
$12.4M 0.03%
292,209
+283,865
322
$12.4M 0.03%
+202,864
323
$12.4M 0.03%
+540,200
324
$12.2M 0.03%
365,619
+276,699
325
$12.1M 0.03%
61,608
-146,567
11 12
13
14 15