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
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$163M
3
+$146M
4
BN icon
Brookfield
BN
+$139M
5
SPGI icon
S&P Global
SPGI
+$136M

Top Sells

1
+$271M
2
+$186M
3
+$163M
4
DXCM icon
DexCom
DXCM
+$141M
5
TMO icon
Thermo Fisher Scientific
TMO
+$135M

Sector Composition

1 Financials 23.87%
2 Technology 14.72%
3 Industrials 11.69%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$5.92M 0.02%
30,779
-56,326
327
$5.82M 0.02%
129,500
-16,900
328
$5.81M 0.02%
215,450
-1,426,697
329
$5.75M 0.02%
4,275
+2,244
330
$5.75M 0.02%
57,994
-13,194
331
$5.7M 0.02%
39,722
-607,484
332
$5.68M 0.02%
941,140
-628,514
333
$5.55M 0.02%
267,265
+44,428
334
$5.37M 0.02%
58,504
-11,290
335
$5.25M 0.02%
147,520
-120,137
336
$5.25M 0.02%
150,375
+19,110
337
$5.25M 0.02%
405,049
+32,823
338
$5.24M 0.02%
184,171
+20,137
339
$5.23M 0.02%
70,040
+11,810
340
$5.19M 0.02%
102,999
+16,933
341
$5.16M 0.02%
75,641
+6,920
342
$5.14M 0.02%
55,287
+2,732
343
$5.13M 0.02%
152,490
+46,935
344
$5.06M 0.02%
50,886
+1,719
345
$4.97M 0.02%
68,221
+64,122
346
$4.94M 0.02%
241,313
-1,000
347
$4.93M 0.02%
408,673
-1,073,338
348
$4.92M 0.02%
73,148
-2,096,612
349
$4.92M 0.02%
438,646
+155,929
350
$4.88M 0.02%
176,300
-210,600
12 13
14
15 16