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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.74M 0.02%
21,169
+17,007
377
$1.73M 0.02%
+192,691
378
$1.72M 0.02%
34,486
-11,083
379
$1.72M 0.02%
64,960
380
$1.72M 0.02%
143,260
-43,572
381
$1.71M 0.02%
25,200
382
$1.7M 0.02%
27,200
+5,113
383
$1.69M 0.02%
45,450
+2,000
384
$1.68M 0.02%
46,284
-198
385
$1.68M 0.02%
118,300
386
$1.68M 0.02%
+22,515
387
$1.68M 0.02%
66,964
-26,071
388
$1.68M 0.02%
+5,983
389
$1.66M 0.02%
40,531
-146
390
$1.65M 0.02%
+17,200
391
$1.64M 0.01%
48,860
+10,658
392
$1.63M 0.01%
8,558
+5,536
393
$1.61M 0.01%
29,731
+8,453
394
$1.6M 0.01%
12,627
-9
395
$1.58M 0.01%
91,421
-63,466
396
$1.57M 0.01%
45,796
+300
397
$1.57M 0.01%
47,028
-1,000
398
$1.56M 0.01%
16,680
+3,284
399
$1.56M 0.01%
30,940
-39,882
400
$1.54M 0.01%
7,541
-5,114
14 15
16
17 18