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
$39.2B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$256M
3
+$202M
4
PEP icon
PepsiCo
PEP
+$188M
5
PM icon
Philip Morris
PM
+$176M

Top Sells

1
+$522M
2
+$456M
3
+$241M
4
SJR
Shaw Communications Inc.
SJR
+$240M
5
TRP icon
TC Energy
TRP
+$223M

Sector Composition

1 Financials 24.31%
2 Industrials 11.72%
3 Energy 11.23%
4 Technology 11.15%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8.87M 0.02%
+84,000
352
$8.74M 0.02%
299,382
-31,553
353
$8.73M 0.02%
41,631
+35,450
354
$8.72M 0.02%
110,375
-90,344
355
$8.66M 0.02%
93,010
+65,204
356
$8.63M 0.02%
402,549
+31,011
357
$8.57M 0.02%
219,010
+108,360
358
$8.41M 0.02%
74,878
+3,507
359
$8.37M 0.02%
55,538
+15,244
360
$8.32M 0.02%
156,600
-9,700
361
$7.9M 0.02%
404,167
-1,374,791
362
$7.81M 0.02%
31,835
+3,766
363
$7.74M 0.02%
128,400
+7,500
364
$7.67M 0.02%
105,056
+18,089
365
$7.6M 0.02%
180,000
366
$7.58M 0.02%
99,327
-117,820
367
$7.57M 0.02%
2,181,857
+41,357
368
$7.55M 0.02%
709,849
-747,034
369
$7.51M 0.02%
258,730
+138,427
370
$7.49M 0.02%
40,234
+19,679
371
$7.44M 0.02%
67,657
-106,115
372
$7.43M 0.02%
687,103
-3,165
373
$7.42M 0.02%
140,017
+36,927
374
$7.41M 0.02%
158,448
-11,225
375
$7.4M 0.02%
116,119
-64,364
13 14
15
16 17