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
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$163M
3
+$146M
4
BN icon
Brookfield
BN
+$139M
5
SPGI icon
S&P Global
SPGI
+$136M

Top Sells

1
+$271M
2
+$186M
3
+$163M
4
DXCM icon
DexCom
DXCM
+$141M
5
TMO icon
Thermo Fisher Scientific
TMO
+$135M

Sector Composition

1 Financials 23.87%
2 Technology 14.72%
3 Industrials 11.69%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.8M 0.01%
101,260
+23,900
377
$3.77M 0.01%
107,111
-527
378
$3.76M 0.01%
82,450
+5,450
379
$3.74M 0.01%
77,974
-90,519
380
$3.69M 0.01%
545,976
+280,222
381
$3.68M 0.01%
112,420
+686
382
$3.68M 0.01%
245,006
+74,670
383
$3.67M 0.01%
+28,200
384
$3.67M 0.01%
39,754
+3,845
385
$3.67M 0.01%
41,588
-22,652
386
$3.63M 0.01%
25,408
+92
387
$3.62M 0.01%
188,076
+34,936
388
$3.61M 0.01%
26,708
-13,935
389
$3.6M 0.01%
+33,968
390
$3.58M 0.01%
253,835
-2,500
391
$3.52M 0.01%
+62,349
392
$3.5M 0.01%
32,227
+103
393
$3.49M 0.01%
46,587
-42,794
394
$3.49M 0.01%
455,695
-169,743
395
$3.49M 0.01%
198,813
-1,651,105
396
$3.47M 0.01%
89,044
+3,907
397
$3.41M 0.01%
60,700
+4,400
398
$3.35M 0.01%
+75,548
399
$3.35M 0.01%
42,777
+1,262
400
$3.33M 0.01%
231,285
+222,911
14 15
16
17 18