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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$7.9M 0.02%
36,880
+1,504
377
$7.87M 0.02%
126,619
378
$7.81M 0.02%
62,409
+1,085
379
$7.45M 0.02%
+369,303
380
$7.44M 0.02%
87,772
381
$7.42M 0.02%
65,632
-40,728
382
$7.41M 0.02%
404,620
+293,305
383
$7.36M 0.02%
+90,250
384
$7.34M 0.02%
+78,046
385
$7.32M 0.02%
22,622
386
$7.28M 0.02%
171,084
+40,118
387
$7.21M 0.02%
+137,273
388
$7.17M 0.02%
305,415
+9,535
389
$7.1M 0.02%
+314,707
390
$7.07M 0.02%
119,213
+21,636
391
$7.06M 0.02%
84,393
+51,857
392
$7.04M 0.02%
+265,600
393
$7.03M 0.02%
228,739
394
$7.01M 0.02%
+113,400
395
$6.93M 0.02%
+75,738
396
$6.85M 0.02%
+65,891
397
$6.76M 0.02%
+136,498
398
$6.68M 0.02%
+40,294
399
$6.56M 0.02%
115,939
400
$6.54M 0.02%
181,406
14 15
16
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