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
$18.5B
AUM Growth
+$577M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$71.5M
2
+$55.1M
3
+$51.4M
4
COST icon
Costco
COST
+$50.6M
5
PLAY icon
Dave & Buster's
PLAY
+$48.7M

Top Sells

1
+$164M
2
+$53.6M
3
+$47.3M
4
UPS icon
United Parcel Service
UPS
+$43.7M
5
ADP icon
Automatic Data Processing
ADP
+$42.2M

Sector Composition

1 Financials 24.9%
2 Industrials 12.75%
3 Healthcare 12.26%
4 Technology 10.56%
5 Energy 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.36M 0.02%
25,148
352
$3.35M 0.02%
76,024
353
$3.1M 0.02%
48,571
-475,816
354
$3.1M 0.02%
+36,760
355
$3.1M 0.02%
+47,954
356
$3.09M 0.02%
53,625
+1,625
357
$3.02M 0.02%
54,119
358
$2.99M 0.02%
182,592
359
$2.98M 0.02%
200,000
360
$2.98M 0.02%
88,578
+42,534
361
$2.87M 0.02%
201,000
+4,000
362
$2.87M 0.02%
85,377
+28,474
363
$2.83M 0.02%
+56,325
364
$2.82M 0.02%
171,033
+32,646
365
$2.79M 0.02%
38,167
366
$2.78M 0.02%
92,050
-23,750
367
$2.67M 0.01%
32,536
-1,151
368
$2.63M 0.01%
132,020
+8,949
369
$2.51M 0.01%
58,800
370
$2.44M 0.01%
88,920
371
$2.4M 0.01%
80,660
-77,015
372
$2.35M 0.01%
36,540
+90
373
$2.32M 0.01%
529,940
+69,640
374
$2.27M 0.01%
58,728
375
$2.25M 0.01%
375,774
+11,361
13 14
15
16 17