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
$39.2B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$256M
3
+$202M
4
PEP icon
PepsiCo
PEP
+$188M
5
PM icon
Philip Morris
PM
+$176M

Top Sells

1
+$522M
2
+$456M
3
+$241M
4
SJR
Shaw Communications Inc.
SJR
+$240M
5
TRP icon
TC Energy
TRP
+$223M

Sector Composition

1 Financials 24.31%
2 Industrials 11.72%
3 Energy 11.23%
4 Technology 11.15%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$10.1M 0.03%
43,841
-6,268
327
$10.1M 0.03%
168,442
+6,431
328
$9.96M 0.03%
107,486
-464,032
329
$9.94M 0.03%
93,513
-203,550
330
$9.89M 0.03%
281,900
-23,000
331
$9.8M 0.03%
1,722,483
+91,763
332
$9.79M 0.03%
222,813
-81,043
333
$9.75M 0.02%
2,467
-1,533
334
$9.75M 0.02%
161,636
+10,530
335
$9.72M 0.02%
183,408
-1,571,772
336
$9.69M 0.02%
289,058
-19,242
337
$9.61M 0.02%
169,800
338
$9.55M 0.02%
95,925
-78,397
339
$9.52M 0.02%
51,598
-36,525
340
$9.45M 0.02%
+111,121
341
$9.45M 0.02%
264,429
342
$9.39M 0.02%
1,677,376
+26,183
343
$9.33M 0.02%
3,807,000
-143,000
344
$9.28M 0.02%
209,133
-6,258
345
$9.16M 0.02%
275,473
+1,425
346
$9.09M 0.02%
600,000
+45,230
347
$9.08M 0.02%
122,379
348
$9.07M 0.02%
117,606
-16,868
349
$8.95M 0.02%
808,658
+30,462
350
$8.91M 0.02%
774,627
+6,289
12 13
14
15 16