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
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$181M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$143M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$143M

Top Sells

1
+$261M
2
+$230M
3
+$110M
4
CP icon
Canadian Pacific Kansas City
CP
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.7M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5.77M 0.02%
631,525
+541,335
377
$5.66M 0.02%
100,800
+18,350
378
$5.62M 0.02%
72,797
+10,448
379
$5.55M 0.01%
61,379
+21,625
380
$5.54M 0.01%
88,726
+8,654
381
$5.53M 0.01%
57,003
-1,501
382
$5.41M 0.01%
50,988
+24,121
383
$5.37M 0.01%
43,494
-155,521
384
$5.34M 0.01%
65,910
+15,910
385
$5.31M 0.01%
103,166
-85,001
386
$5.3M 0.01%
294,436
-114,237
387
$5.28M 0.01%
67,695
+9,379
388
$5.24M 0.01%
17,691
+7,887
389
$5.23M 0.01%
17,548
+8,083
390
$5.2M 0.01%
247,000
-54,050
391
$5.16M 0.01%
56,378
+22,914
392
$5.13M 0.01%
41,700
+30,500
393
$5.12M 0.01%
36,657
+28,526
394
$5.09M 0.01%
73,695
-41,841
395
$5.08M 0.01%
+126,356
396
$5.07M 0.01%
1,040,143
-848,900
397
$5.03M 0.01%
148,691
-167,655
398
$5.02M 0.01%
17,306
+7,852
399
$5M 0.01%
173,005
400
$4.96M 0.01%
+176,083
14 15
16
17 18