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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.39M 0.02%
9,170
+1,790
327
$2.38M 0.02%
+35,652
328
$2.38M 0.02%
93,170
-16,509
329
$2.37M 0.02%
+135,449
330
$2.36M 0.02%
+250,645
331
$2.34M 0.02%
79,130
-14,022
332
$2.28M 0.02%
20,794
+6,815
333
$2.27M 0.02%
+47,873
334
$2.26M 0.02%
116,242
-12,838
335
$2.26M 0.02%
55,127
+1,031
336
$2.25M 0.02%
+59,605
337
$2.23M 0.02%
15,740
-44,409
338
$2.23M 0.02%
18,144
+9,144
339
$2.21M 0.02%
56,686
-11,200
340
$2.2M 0.02%
200,197
-10,896,359
341
$2.2M 0.02%
+87,362
342
$2.16M 0.02%
68,446
+3,420
343
$2.14M 0.02%
161,577
+5,192
344
$2.13M 0.02%
779,998
+709,271
345
$2.1M 0.02%
108,913
+84,422
346
$2.06M 0.02%
1,600
347
$2.05M 0.02%
53,200
+3,600
348
$2.04M 0.02%
79,937
-9,548
349
$2.04M 0.02%
10,318
+3,530
350
$2.02M 0.02%
52,693
+16,629
12 13
14
15 16