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
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$181M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$143M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$143M

Top Sells

1
+$261M
2
+$230M
3
+$110M
4
CP icon
Canadian Pacific Kansas City
CP
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.7M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$10.2M 0.03%
67,964
+65,531
302
$10.1M 0.03%
309,800
-623,474
303
$9.97M 0.03%
1,009,600
-559,664
304
$9.85M 0.03%
982,173
+882,351
305
$9.78M 0.03%
63,772
+37,064
306
$9.63M 0.03%
158,780
+26,259
307
$9.54M 0.03%
574,881
+329,875
308
$9.53M 0.03%
188,276
+58,776
309
$9.41M 0.03%
585,503
+448,346
310
$9.39M 0.03%
89,223
+12,122
311
$9.22M 0.02%
38,192
-4,150
312
$9.18M 0.02%
218,550
-164,837
313
$9.13M 0.02%
98,316
+40,322
314
$9.02M 0.02%
+63,000
315
$8.93M 0.02%
339,236
+51,400
316
$8.89M 0.02%
256,837
+80,537
317
$8.88M 0.02%
167,900
-18,900
318
$8.88M 0.02%
+824,804
319
$8.75M 0.02%
85,584
+80,672
320
$8.67M 0.02%
51,820
+22,315
321
$8.62M 0.02%
66,517
-70,471
322
$8.03M 0.02%
831,325
-393,949
323
$7.97M 0.02%
233,354
+17,904
324
$7.91M 0.02%
73,710
-1,838
325
$7.88M 0.02%
271,601
-97,554
11 12
13
14 15