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
+$3.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,368
New
Increased
Reduced
Closed

Top Buys

1
+$372M
2
+$206M
3
+$174M
4
NTR icon
Nutrien
NTR
+$169M
5
EL icon
Estee Lauder
EL
+$162M

Top Sells

1
+$573M
2
+$295M
3
+$254M
4
CNQ icon
Canadian Natural Resources
CNQ
+$216M
5
SJR
Shaw Communications Inc.
SJR
+$196M

Sector Composition

1 Financials 22.54%
2 Industrials 12.03%
3 Healthcare 11.97%
4 Technology 10.6%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$15.7M 0.04%
207,511
+97,835
302
$15.7M 0.04%
174,207
+14,635
303
$15.6M 0.04%
155,931
-29,833
304
$15.5M 0.04%
260,832
-701
305
$15.5M 0.04%
695,140
-622
306
$15.3M 0.04%
188,725
+77,600
307
$15.1M 0.04%
292,862
+241,971
308
$15.1M 0.04%
187,946
+93,765
309
$15.1M 0.04%
164,322
-392,514
310
$15M 0.04%
304,067
+74,723
311
$14.9M 0.04%
118,158
+85,075
312
$14.9M 0.04%
185,706
+43,369
313
$14.9M 0.04%
122,212
+101,254
314
$14.8M 0.04%
114,060
-18,264
315
$14.7M 0.04%
198,478
-147,617
316
$14.6M 0.04%
83,344
-23,383
317
$14.6M 0.04%
338,589
-3,445
318
$14.5M 0.03%
104,246
+16,606
319
$14.4M 0.03%
307,871
-89,975
320
$14.3M 0.03%
79,600
-1,700
321
$14.2M 0.03%
367,900
-18,600
322
$14M 0.03%
48,949
-177,395
323
$14M 0.03%
52,672
+33,772
324
$14M 0.03%
661,125
+612,319
325
$14M 0.03%
88,981
-25,296
11 12
13
14 15