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
$16B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$106M
3
+$103M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98.9M
5
DVA icon
DaVita
DVA
+$82.8M

Top Sells

1
+$101M
2
+$98.9M
3
+$72.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$71.8M
5
TSM icon
TSMC
TSM
+$61.9M

Sector Composition

1 Financials 24.64%
2 Industrials 12.49%
3 Energy 11.68%
4 Healthcare 11.21%
5 Technology 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.66M 0.01%
37,246
-2,900
352
$1.65M 0.01%
62,432
+6,618
353
$1.65M 0.01%
27,439
+15,189
354
$1.63M 0.01%
21,132
-59,158
355
$1.63M 0.01%
20,713
-33,399
356
$1.61M 0.01%
34,428
-6,090
357
$1.6M 0.01%
65,077
358
$1.59M 0.01%
89,272
-5,267
359
$1.58M 0.01%
33,538
360
$1.57M 0.01%
13,498
+4,000
361
$1.57M 0.01%
96,986
+7,250
362
$1.52M 0.01%
47,633
+34,074
363
$1.52M 0.01%
47,819
-951,181
364
$1.51M 0.01%
18,719
-46,630
365
$1.49M 0.01%
46,172
+7,642
366
$1.48M 0.01%
35,107
-84,142
367
$1.47M 0.01%
151,808
-11,600
368
$1.45M 0.01%
+51,800
369
$1.45M 0.01%
51,082
+18,738
370
$1.45M 0.01%
149,849
-11,500
371
$1.42M 0.01%
68,189
-31,892
372
$1.42M 0.01%
76,406
-683,779
373
$1.42M 0.01%
17,200
374
$1.41M 0.01%
22,026
-27,161
375
$1.41M 0.01%
26,300
13 14
15
16 17