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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10.5M 0.03%
406,652
-161,152
352
$10.4M 0.03%
211,001
+9,625
353
$10.4M 0.03%
+121,000
354
$10.2M 0.02%
225,891
+57,672
355
$10.2M 0.02%
236,343
+124,455
356
$10.1M 0.02%
+110,000
357
$9.85M 0.02%
+148,262
358
$9.66M 0.02%
+285,856
359
$9.66M 0.02%
285,229
-117,901
360
$9.64M 0.02%
456,821
+70,000
361
$9.6M 0.02%
449,560
+31,623
362
$9.4M 0.02%
+195,900
363
$9.03M 0.02%
+79,005
364
$8.97M 0.02%
71,153
-10,657
365
$8.94M 0.02%
169,400
-6,000
366
$8.67M 0.02%
+289,900
367
$8.56M 0.02%
+143,856
368
$8.56M 0.02%
+94,177
369
$8.53M 0.02%
690,000
370
$8.5M 0.02%
117,663
-4,144
371
$8.41M 0.02%
115,894
-100
372
$8.4M 0.02%
+75,000
373
$8.21M 0.02%
+139,965
374
$8.1M 0.02%
98,690
+29,987
375
$7.95M 0.02%
151,056
13 14
15
16 17