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
326
$12.1M 0.03%
265,504
+45,797
327
$12.1M 0.03%
272,509
+18,702
328
$12M 0.03%
644,439
-400,372
329
$12M 0.03%
198,071
+93,071
330
$11.9M 0.03%
+598,976
331
$11.8M 0.03%
568,781
+439,383
332
$11.7M 0.03%
130,093
+15,681
333
$11.7M 0.03%
53,088
+45,921
334
$11.7M 0.03%
365,575
+15,565
335
$11.6M 0.03%
+130,600
336
$11.4M 0.03%
248,180
+241,119
337
$11.4M 0.03%
+573,372
338
$11.4M 0.03%
212,393
339
$11.3M 0.03%
4,115,000
-175,000
340
$11.3M 0.03%
223,551
+66,551
341
$11.3M 0.03%
55,481
+53,935
342
$11.1M 0.03%
218,969
+19,700
343
$11M 0.03%
+133,863
344
$10.8M 0.03%
244,326
+6,055
345
$10.8M 0.03%
+160,460
346
$10.7M 0.03%
45,646
+14,295
347
$10.6M 0.03%
+304,900
348
$10.6M 0.03%
280,606
-38,839
349
$10.5M 0.03%
+151,547
350
$10.5M 0.03%
608,320
+53,691
12 13
14
15 16