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
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$181M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$143M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$143M

Top Sells

1
+$261M
2
+$230M
3
+$110M
4
CP icon
Canadian Pacific Kansas City
CP
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.7M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6.76M 0.02%
123,797
+9,610
352
$6.72M 0.02%
147,800
+46,540
353
$6.72M 0.02%
215,492
+43,472
354
$6.7M 0.02%
312,644
+282,692
355
$6.65M 0.02%
429,019
+23,970
356
$6.59M 0.02%
639,400
+609,250
357
$6.57M 0.02%
1,481,452
+1,186,338
358
$6.52M 0.02%
27,274
+18,436
359
$6.45M 0.02%
129,212
+15,712
360
$6.45M 0.02%
417,433
+180,677
361
$6.44M 0.02%
263,780
-16,078
362
$6.3M 0.02%
130,511
+117,979
363
$6.24M 0.02%
272,974
+188,545
364
$6.19M 0.02%
385,900
-52,746
365
$6.18M 0.02%
84,171
+8,530
366
$6.17M 0.02%
78,019
+63,235
367
$6.16M 0.02%
53,188
+45,906
368
$6.13M 0.02%
404,086
-35,114
369
$6.12M 0.02%
87,023
+18,802
370
$6.12M 0.02%
176,528
-44,158
371
$5.88M 0.02%
8,374
-10,161
372
$5.88M 0.02%
34,118
+23,914
373
$5.84M 0.02%
105,263
+80,941
374
$5.83M 0.02%
51,101
-25,069
375
$5.78M 0.02%
66,249
+43,819
13 14
15
16 17