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
$70.3B
AUM Growth
-$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,829
New
Increased
Reduced
Closed

Top Buys

1
+$293M
2
+$272M
3
+$217M
4
MDT icon
Medtronic
MDT
+$149M
5
IBM icon
IBM
IBM
+$148M

Top Sells

1
+$233M
2
+$195M
3
+$194M
4
CDNS icon
Cadence Design Systems
CDNS
+$183M
5
AMZN icon
Amazon
AMZN
+$151M

Sector Composition

1 Financials 22.15%
2 Technology 20.13%
3 Industrials 11.13%
4 Healthcare 9.6%
5 Energy 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$27.1M 0.04%
338,602
+16,305
302
$27.1M 0.04%
131,774
+2,931
303
$26.7M 0.04%
236,924
+234,924
304
$26.5M 0.04%
97,369
-70,319
305
$26.2M 0.04%
274,633
-46,144
306
$26M 0.04%
770,854
-945,199
307
$25.5M 0.04%
185,911
+3,864
308
$24.9M 0.04%
64,915
-2,084
309
$24.8M 0.04%
739,081
+6,753
310
$24.6M 0.03%
159,158
+4,190
311
$24.5M 0.03%
572,645
+26,195
312
$24.4M 0.03%
644,477
-120,757
313
$24.3M 0.03%
784,624
-564
314
$24M 0.03%
1,088,180
+350,983
315
$23.6M 0.03%
78,777
+5,485
316
$23.2M 0.03%
159,724
-38,584
317
$23.2M 0.03%
213,100
-1,600
318
$23.2M 0.03%
437,345
-10,703
319
$22.8M 0.03%
262,491
-7,671
320
$22.7M 0.03%
83,138
-8,628
321
$22.6M 0.03%
51,844
+2,538
322
$22.4M 0.03%
265,937
+29,958
323
$22.2M 0.03%
8,291,430
-2,577,021
324
$22.2M 0.03%
133,782
-3,035
325
$22M 0.03%
769,843
-26,292
11 12
13
14 15