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
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$163M
3
+$146M
4
BN icon
Brookfield
BN
+$139M
5
SPGI icon
S&P Global
SPGI
+$136M

Top Sells

1
+$271M
2
+$186M
3
+$163M
4
DXCM icon
DexCom
DXCM
+$141M
5
TMO icon
Thermo Fisher Scientific
TMO
+$135M

Sector Composition

1 Financials 23.87%
2 Technology 14.72%
3 Industrials 11.69%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4.83M 0.02%
80,072
+10,846
352
$4.81M 0.02%
173,005
353
$4.77M 0.02%
255,000
+212,722
354
$4.74M 0.02%
54,497
+21,620
355
$4.67M 0.02%
333,248
+257,622
356
$4.38M 0.01%
46,956
+493
357
$4.33M 0.01%
88,694
-175,083
358
$4.31M 0.01%
204,552
+2,369
359
$4.26M 0.01%
29,505
+18,133
360
$4.23M 0.01%
352,385
-383,344
361
$4.22M 0.01%
114,187
+6,126
362
$4.22M 0.01%
145,941
+22,459
363
$4.17M 0.01%
172,020
+15,984
364
$4.16M 0.01%
57,671
+17,303
365
$4.15M 0.01%
102,430
-70,900
366
$4.12M 0.01%
127,460
+35,712
367
$4.05M 0.01%
76,098
+3,948
368
$4.02M 0.01%
17,699
+391
369
$3.96M 0.01%
136,291
-1,109
370
$3.94M 0.01%
301,050
+2,100
371
$3.88M 0.01%
68,706
+39,564
372
$3.88M 0.01%
25,660
+7,246
373
$3.88M 0.01%
624,300
+119,800
374
$3.8M 0.01%
104,073
+20,927
375
$3.8M 0.01%
113,500
+49,913
13 14
15
16 17