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
$59.2B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,628
New
Increased
Reduced
Closed

Top Buys

1 +$142M
2 +$94.9M
3 +$90.8M
4
TU icon
Telus
TU
+$88.1M
5
MCK icon
McKesson
MCK
+$68.5M

Top Sells

1 +$661M
2 +$611M
3 +$338M
4
ALC icon
Alcon
ALC
+$254M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$204M

Sector Composition

1 Financials 21.39%
2 Technology 15.49%
3 Industrials 12.83%
4 Healthcare 10.79%
5 Energy 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$14.3M 0.02%
450,946
-75,514
352
$14.1M 0.02%
1,057,863
+19,862
353
$14.1M 0.02%
1,412,515
-92,264
354
$14M 0.02%
60,044
+4,161
355
$13.7M 0.02%
215,868
-10,403
356
$13.7M 0.02%
78,551
+5,611
357
$13.6M 0.02%
205,410
+5,425
358
$13.6M 0.02%
177,614
-161,834
359
$13.5M 0.02%
145,364
+40,719
360
$13.5M 0.02%
165,872
+28,325
361
$13.5M 0.02%
193,008
+2,743
362
$13.4M 0.02%
742,863
-325,526
363
$13.4M 0.02%
269,473
+262,456
364
$13.4M 0.02%
113,635
-152,044
365
$12.9M 0.02%
169,678
+166,093
366
$12.9M 0.02%
1,669,354
+130,280
367
$12.8M 0.02%
46,063
-7,491
368
$12.7M 0.02%
165,699
+130,906
369
$12.6M 0.02%
190,373
-37,868
370
$12.6M 0.02%
299,642
+143,419
371
$12.5M 0.02%
290,310
+27,927
372
$12.3M 0.02%
458,496
+208,327
373
$12.3M 0.02%
164,663
+31,110
374
$12.2M 0.02%
197,400
+151,900
375
$12.2M 0.02%
137,407
-3,341