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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$616M
2
+$132M
3
+$115M
4
WAT icon
Waters Corp
WAT
+$98.4M
5
ABBV icon
AbbVie
ABBV
+$95.5M

Top Sells

1
+$180M
2
+$165M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$138M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8.07M 0.02%
171,843
+163,603
352
$8.06M 0.02%
147,508
-2,057,279
353
$7.86M 0.02%
64,038
-109,891
354
$7.82M 0.02%
945,800
+292,604
355
$7.76M 0.02%
489,600
356
$7.68M 0.02%
270,400
+31,900
357
$7.64M 0.02%
24
358
$7.63M 0.02%
162,200
359
$7.59M 0.02%
97,300
360
$7.56M 0.02%
362,800
+224,500
361
$7.47M 0.02%
1,380,137
+18,159
362
$7.41M 0.02%
646,300
+233,700
363
$7.33M 0.02%
190,168
+40,718
364
$7.23M 0.02%
84,160
+76,730
365
$7.21M 0.02%
367,700
366
$7.18M 0.02%
77,048
-867,664
367
$7.14M 0.02%
294,631
-2,087
368
$7.07M 0.02%
92,956
-45,009
369
$7.03M 0.02%
299,554
370
$6.97M 0.02%
29,812
-7,928
371
$6.95M 0.02%
70,849
-18,869
372
$6.95M 0.02%
130,378
-208,211
373
$6.82M 0.02%
40,926
-25,524
374
$6.76M 0.02%
261,135
-51,354
375
$6.72M 0.02%
39,968
-25,686
13 14
15
16 17