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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$616M
2
+$132M
3
+$115M
4
WAT icon
Waters Corp
WAT
+$98.4M
5
ABBV icon
AbbVie
ABBV
+$95.5M

Top Sells

1
+$180M
2
+$165M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$138M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$9.23M 0.02%
372,375
+170,632
327
$9.18M 0.02%
70,388
-79,199
328
$9.08M 0.02%
520,800
+30,050
329
$9.01M 0.02%
89,124
-389,053
330
$8.97M 0.02%
111,986
-24,139
331
$8.89M 0.02%
421,147
+244,978
332
$8.79M 0.02%
50,553
-486,094
333
$8.76M 0.02%
117,500
334
$8.7M 0.02%
359,863
-87,293
335
$8.63M 0.02%
64,237
-12,085
336
$8.61M 0.02%
79,092
-32,766
337
$8.6M 0.02%
156,909
-220,259
338
$8.57M 0.02%
30,360
-18,589
339
$8.55M 0.02%
853,745
+136,017
340
$8.46M 0.02%
473,400
341
$8.46M 0.02%
246,159
+55,111
342
$8.44M 0.02%
428,700
+34,000
343
$8.36M 0.02%
570,500
+274,450
344
$8.3M 0.02%
775,298
-45,466
345
$8.27M 0.02%
89,446
-11,023
346
$8.27M 0.02%
45,875
-56,635
347
$8.21M 0.02%
97,980
-3,650
348
$8.18M 0.02%
49,471
-3
349
$8.13M 0.02%
190,540
350
$8.09M 0.02%
91,329
-3,553
12 13
14
15 16