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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$616M
2
+$132M
3
+$115M
4
WAT icon
Waters Corp
WAT
+$98.4M
5
ABBV icon
AbbVie
ABBV
+$95.5M

Top Sells

1
+$180M
2
+$165M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$138M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6.72M 0.02%
+295,020
377
$6.71M 0.02%
99,585
+4,118
378
$6.69M 0.02%
32,711
-7,684
379
$6.65M 0.02%
395,592
+155,644
380
$6.65M 0.02%
+495,099
381
$6.64M 0.02%
70,486
-24,607
382
$6.62M 0.02%
628,464
+3
383
$6.6M 0.02%
138,105
+133,519
384
$6.54M 0.02%
103,122
+34,870
385
$6.52M 0.02%
128,106
-230,842
386
$6.5M 0.02%
148,908
+38,206
387
$6.42M 0.02%
39,199
-13,718
388
$6.37M 0.02%
493,625
-221,526
389
$6.35M 0.02%
91,573
-3,909
390
$6.33M 0.02%
42,371
+15,688
391
$6.22M 0.02%
150,800
+16,371
392
$6.17M 0.02%
190,342
-181,636
393
$6.11M 0.02%
124,562
+21,651
394
$6.07M 0.02%
401,400
395
$6.04M 0.02%
26,686
-71,354
396
$6.03M 0.02%
+315,954
397
$6.02M 0.02%
412,857
-26,447
398
$5.96M 0.02%
45,315
+29,930
399
$5.95M 0.02%
260,260
+34,660
400
$5.91M 0.02%
78,718
+13,843
14 15
16
17 18