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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.54M 0.01%
22,250
-6,648
402
$1.54M 0.01%
17,181
-10,094
403
$1.54M 0.01%
11,957
+376
404
$1.53M 0.01%
25,606
+14,348
405
$1.52M 0.01%
28,274
-680
406
$1.51M 0.01%
27,514
+2,562
407
$1.5M 0.01%
5,437
+1,238
408
$1.49M 0.01%
36,473
+6,629
409
$1.48M 0.01%
30,148
-270
410
$1.47M 0.01%
86,786
-500
411
$1.47M 0.01%
16,473
-29
412
$1.47M 0.01%
24,974
+907
413
$1.44M 0.01%
38,425
-7,626
414
$1.44M 0.01%
37,064
-12,300
415
$1.43M 0.01%
65,200
+14,100
416
$1.42M 0.01%
51,152
417
$1.41M 0.01%
10,467
+5,135
418
$1.4M 0.01%
46,886
419
$1.4M 0.01%
58,381
+12,369
420
$1.4M 0.01%
+34,683
421
$1.39M 0.01%
83,370
+8,521
422
$1.39M 0.01%
56,181
+27,942
423
$1.38M 0.01%
+66,675
424
$1.38M 0.01%
16,032
+10,091
425
$1.36M 0.01%
33,298
15 16
17
18 19