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
$70.5B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,501
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$118M
3
+$105M
4
ADSK icon
Autodesk
ADSK
+$99.7M
5
SBUX icon
Starbucks
SBUX
+$85M

Top Sells

1
+$213M
2
+$184M
3
+$150M
4
VTV icon
Vanguard Value ETF
VTV
+$141M
5
TRI icon
Thomson Reuters
TRI
+$132M

Sector Composition

1 Financials 25.38%
2 Technology 18.46%
3 Industrials 11.18%
4 Healthcare 9.26%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$19.4M 0.03%
114,557
+15,748
352
$19.4M 0.03%
1,311,496
-481,050
353
$19.3M 0.03%
326,303
+44,067
354
$19.2M 0.03%
122,093
+36,332
355
$19.2M 0.03%
318,724
+14,989
356
$19M 0.03%
736,554
+132,346
357
$19M 0.03%
171,828
+48,939
358
$18.8M 0.03%
1,321,056
+375,471
359
$18.8M 0.03%
196,614
-188,526
360
$18.7M 0.03%
818,285
+74,106
361
$18.7M 0.03%
324,229
+22,247
362
$18.6M 0.03%
294,194
+22,758
363
$18.3M 0.03%
593,876
+767
364
$18.1M 0.03%
1,335,842
+6,512
365
$18M 0.03%
130,280
-14,896
366
$18M 0.03%
219,400
367
$17.9M 0.03%
79,742
-8,470
368
$17.8M 0.03%
326,884
+23,032
369
$17.8M 0.03%
250,994
+24,384
370
$17.8M 0.03%
297,046
+39,789
371
$17.7M 0.03%
323,397
+28,565
372
$17.6M 0.03%
400,178
+105,000
373
$17.6M 0.03%
2,452,322
+78,450
374
$17.5M 0.02%
+534,911
375
$17.4M 0.02%
429,335
+65,408
13 14
15
16 17