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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2M 0.02%
+21,108
352
$2M 0.02%
18,295
-245
353
$2M 0.02%
52,452
+19,271
354
$1.99M 0.02%
42,858
+7,406
355
$1.99M 0.02%
+31,790
356
$1.98M 0.02%
29,700
+9,900
357
$1.98M 0.02%
31,303
-4,135
358
$1.93M 0.02%
60,389
+21,609
359
$1.92M 0.02%
+107,417
360
$1.92M 0.02%
36,838
-4,577
361
$1.85M 0.02%
17,921
+6,212
362
$1.84M 0.02%
214,590
363
$1.84M 0.02%
+39,670
364
$1.83M 0.02%
13,364
-1,620
365
$1.83M 0.02%
+13,082
366
$1.82M 0.02%
28,824
+21,106
367
$1.8M 0.02%
+103,792
368
$1.79M 0.02%
+72,447
369
$1.79M 0.02%
84,850
-2,400
370
$1.79M 0.02%
+68,418
371
$1.78M 0.02%
+641,827
372
$1.77M 0.02%
+71,685
373
$1.75M 0.02%
+52,293
374
$1.75M 0.02%
48,404
+23,631
375
$1.75M 0.02%
37,487
+3,801
13 14
15
16 17