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
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$181M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$143M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$143M

Top Sells

1
+$261M
2
+$230M
3
+$110M
4
CP icon
Canadian Pacific Kansas City
CP
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.7M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7.83M 0.02%
1,678,799
-3,686,619
327
$7.69M 0.02%
+263,328
328
$7.69M 0.02%
227,832
+75,342
329
$7.67M 0.02%
158,476
-10,025
330
$7.64M 0.02%
853,000
-88,140
331
$7.6M 0.02%
296,920
-833,956
332
$7.56M 0.02%
152,332
+122,830
333
$7.52M 0.02%
220,114
+72,594
334
$7.47M 0.02%
300,312
+45,312
335
$7.45M 0.02%
4,678
+403
336
$7.39M 0.02%
371,158
+188,758
337
$7.35M 0.02%
64,413
+13,527
338
$7.16M 0.02%
1,177,759
+599,149
339
$7.15M 0.02%
617,645
+71,669
340
$7.14M 0.02%
308,326
-167,556
341
$7.13M 0.02%
41,718
+1,448
342
$7.09M 0.02%
36,925
-1,516
343
$7.06M 0.02%
69,688
-3,460
344
$7.04M 0.02%
89,702
+13,405
345
$7.03M 0.02%
1,188,976
-113,280
346
$7.02M 0.02%
54,878
+31,042
347
$6.99M 0.02%
1,430,561
+1,349,988
348
$6.96M 0.02%
215,090
-182,750
349
$6.91M 0.02%
323,501
+82,188
350
$6.87M 0.02%
201,895
-330,840
12 13
14
15 16