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
$16B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$106M
3
+$103M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98.9M
5
DVA icon
DaVita
DVA
+$82.8M

Top Sells

1
+$101M
2
+$98.9M
3
+$72.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$71.8M
5
TSM icon
TSMC
TSM
+$61.9M

Sector Composition

1 Financials 24.64%
2 Industrials 12.49%
3 Energy 11.68%
4 Healthcare 11.21%
5 Technology 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.4M 0.01%
11,646
-5,400
377
$1.38M 0.01%
55,370
+16,401
378
$1.38M 0.01%
135,525
-79,545
379
$1.37M 0.01%
85,853
-6,600
380
$1.37M 0.01%
65,531
+6,269
381
$1.34M 0.01%
13,709
-3,206
382
$1.31M 0.01%
77,907
+9,847
383
$1.3M 0.01%
71,575
-2,300
384
$1.28M 0.01%
71,786
-786,170
385
$1.26M 0.01%
21,072
386
$1.26M 0.01%
+794,972
387
$1.24M 0.01%
+45,000
388
$1.23M 0.01%
8,723
+200
389
$1.22M 0.01%
40,300
-186,500
390
$1.22M 0.01%
51,700
-94,433
391
$1.21M 0.01%
34,016
392
$1.2M 0.01%
20,182
-152,831
393
$1.2M 0.01%
13,697
-108,410
394
$1.19M 0.01%
21,820
+109
395
$1.16M 0.01%
+14,578
396
$1.14M 0.01%
42,972
-373,278
397
$1.13M 0.01%
71,370
-2,400
398
$1.11M 0.01%
79,349
399
$1.1M 0.01%
+31,246
400
$1.09M 0.01%
+14,002
14 15
16
17 18