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
$59.2B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,628
New
Increased
Reduced
Closed

Top Buys

1 +$142M
2 +$94.9M
3 +$90.8M
4
TU icon
Telus
TU
+$88.1M
5
MCK icon
McKesson
MCK
+$68.5M

Top Sells

1 +$661M
2 +$611M
3 +$338M
4
ALC icon
Alcon
ALC
+$254M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$204M

Sector Composition

1 Financials 21.39%
2 Technology 15.49%
3 Industrials 12.83%
4 Healthcare 10.79%
5 Energy 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$17.7M 0.03%
592,900
+1,070
327
$17.2M 0.03%
329,382
+792
328
$17.1M 0.03%
397,516
-68,335
329
$17.1M 0.03%
97,646
-33,121
330
$17M 0.03%
643,467
-29,856
331
$17M 0.03%
180,092
-21,689
332
$16.9M 0.03%
483,904
-1,400
333
$16.7M 0.03%
1,454,992
+33,271
334
$16.7M 0.03%
189,285
-114,000
335
$16.5M 0.03%
219,400
336
$16.4M 0.03%
345,048
-23,900
337
$16.1M 0.03%
24,634
+792
338
$16.1M 0.03%
477,691
-48,605
339
$16M 0.03%
190,495
+28,120
340
$16M 0.03%
358,043
-29,860
341
$15.7M 0.03%
299,680
-13,248
342
$15.6M 0.03%
1,545,149
+88,939
343
$15.5M 0.03%
585,922
-117,721
344
$15.5M 0.03%
878,277
-414,262
345
$15.1M 0.03%
84,229
-7,034
346
$15.1M 0.03%
+183,330
347
$15.1M 0.03%
158,413
-15,617
348
$14.9M 0.03%
227,364
-123,697
349
$14.9M 0.02%
170,283
+13,724
350
$14.7M 0.02%
20,676
+3,500