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
$19.8B
AUM Growth
-$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$145M
3
+$45.1M
4
COST icon
Costco
COST
+$35.4M
5
MSI icon
Motorola Solutions
MSI
+$26.9M

Top Sells

1
+$144M
2
+$132M
3
+$115M
4
PEP icon
PepsiCo
PEP
+$50.2M
5
TECK icon
Teck Resources
TECK
+$36.4M

Sector Composition

1 Financials 29.54%
2 Energy 15.17%
3 Industrials 9.39%
4 Healthcare 8.75%
5 Technology 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.87M 0.01%
78,382
+26,740
402
$1.86M 0.01%
22,707
+837
403
$1.84M 0.01%
+27,800
404
$1.81M 0.01%
+11,300
405
$1.8M 0.01%
53,000
-453,000
406
$1.79M 0.01%
67,090
+26,772
407
$1.78M 0.01%
+100,806
408
$1.78M 0.01%
+18,347
409
$1.77M 0.01%
+66,696
410
$1.76M 0.01%
15,463
-42,354
411
$1.76M 0.01%
41,294
+550
412
$1.75M 0.01%
+49,120
413
$1.72M 0.01%
+18,915
414
$1.72M 0.01%
28,942
+11,569
415
$1.71M 0.01%
27,919
-19,066
416
$1.69M 0.01%
+102,324
417
$1.69M 0.01%
22,396
+8,010
418
$1.69M 0.01%
62,836
-5,964
419
$1.68M 0.01%
+31,483
420
$1.67M 0.01%
91,200
+69,200
421
$1.67M 0.01%
97,360
+12,347
422
$1.67M 0.01%
+21,904
423
$1.66M 0.01%
25,810
+9,498
424
$1.59M 0.01%
53,628
+2,400
425
$1.57M 0.01%
88,354
-5,842
15 16
17
18 19