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
$70.3B
AUM Growth
-$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,829
New
Increased
Reduced
Closed

Top Buys

1
+$293M
2
+$272M
3
+$217M
4
MDT icon
Medtronic
MDT
+$149M
5
IBM icon
IBM
IBM
+$148M

Top Sells

1
+$233M
2
+$195M
3
+$194M
4
CDNS icon
Cadence Design Systems
CDNS
+$183M
5
AMZN icon
Amazon
AMZN
+$151M

Sector Composition

1 Financials 22.15%
2 Technology 20.13%
3 Industrials 11.13%
4 Healthcare 9.6%
5 Energy 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$19M 0.03%
185,407
-85,991
352
$19M 0.03%
134,630
+86,591
353
$19M 0.03%
79,053
+62,091
354
$19M 0.03%
197,082
+58,255
355
$18.7M 0.03%
519,153
+8,263
356
$18.7M 0.03%
29,768
+586
357
$18.6M 0.03%
180,085
+3,634
358
$18.4M 0.03%
281,665
+274,750
359
$18.4M 0.03%
455,698
+65,398
360
$18.4M 0.03%
721,065
-416,979
361
$18.2M 0.03%
207,586
-35,918
362
$17.9M 0.03%
88,631
+5,109
363
$17.8M 0.03%
1,243,842
+8,913
364
$17.8M 0.03%
1,793,327
+117,089
365
$17.7M 0.03%
429,563
+420,132
366
$17.5M 0.02%
36,066
-9,566
367
$17.5M 0.02%
7,647,130
+3,484,743
368
$17.4M 0.02%
131,791
+1,240
369
$17.2M 0.02%
369,263
-96,641
370
$17.2M 0.02%
646,649
-229,315
371
$16.9M 0.02%
793,381
-71,644
372
$16.9M 0.02%
259,942
-10,473
373
$16.9M 0.02%
161,390
+7,900
374
$16.8M 0.02%
2,686,217
-2,437,539
375
$16.8M 0.02%
92,987
-28,198
13 14
15
16 17