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
$39.2B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$256M
3
+$202M
4
PEP icon
PepsiCo
PEP
+$188M
5
PM icon
Philip Morris
PM
+$176M

Top Sells

1
+$522M
2
+$456M
3
+$241M
4
SJR
Shaw Communications Inc.
SJR
+$240M
5
TRP icon
TC Energy
TRP
+$223M

Sector Composition

1 Financials 24.31%
2 Industrials 11.73%
3 Energy 11.23%
4 Technology 11.14%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$7.21M 0.02%
41,374
+10,709
377
$7.17M 0.02%
75,224
-400
378
$7.16M 0.02%
32,718
+673
379
$7.11M 0.02%
297,600
+111,000
380
$7.05M 0.02%
+277,200
381
$7.04M 0.02%
+83,512
382
$7.01M 0.02%
135,498
-800
383
$7M 0.02%
+323,986
384
$6.99M 0.02%
46,693
-7,710
385
$6.87M 0.02%
242,059
-232,030
386
$6.85M 0.02%
413,714
-520,284
387
$6.8M 0.02%
+96,736
388
$6.79M 0.02%
+125,046
389
$6.77M 0.02%
235,570
-184,025
390
$6.73M 0.02%
1,700,000
-44,535
391
$6.71M 0.02%
377,478
-272,021
392
$6.71M 0.02%
+204,211
393
$6.63M 0.02%
63,100
394
$6.58M 0.02%
332,100
+49,100
395
$6.58M 0.02%
282,850
-235,250
396
$6.57M 0.02%
342,945
-385,307
397
$6.52M 0.02%
76,953
+71,553
398
$6.5M 0.02%
+142,346
399
$6.46M 0.02%
664,600
+550,400
400
$6.42M 0.02%
136,880
-141,617
14 15
16
17 18