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
$18.5B
AUM Growth
+$577M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$71.5M
2
+$55.1M
3
+$51.4M
4
COST icon
Costco
COST
+$50.6M
5
PLAY icon
Dave & Buster's
PLAY
+$48.7M

Top Sells

1
+$164M
2
+$53.6M
3
+$47.3M
4
UPS icon
United Parcel Service
UPS
+$43.7M
5
ADP icon
Automatic Data Processing
ADP
+$42.2M

Sector Composition

1 Financials 24.9%
2 Industrials 12.75%
3 Healthcare 12.26%
4 Technology 10.56%
5 Energy 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.62M 0.01%
6,642
+232
402
$1.62M 0.01%
+33,000
403
$1.57M 0.01%
515,266
404
$1.56M 0.01%
190,000
+66,160
405
$1.55M 0.01%
43,200
406
$1.54M 0.01%
81,000
407
$1.5M 0.01%
135,624
-67,531
408
$1.46M 0.01%
10,821
+1,291
409
$1.45M 0.01%
85,000
410
$1.44M 0.01%
+31,100
411
$1.42M 0.01%
+42,775
412
$1.42M 0.01%
44,971
+6,463
413
$1.42M 0.01%
+36,191
414
$1.42M 0.01%
+49,100
415
$1.41M 0.01%
11,600
-1,349,994
416
$1.4M 0.01%
7,167
+2,689
417
$1.4M 0.01%
41,354
-28,733
418
$1.38M 0.01%
66,000
+10,553
419
$1.38M 0.01%
+31,560
420
$1.36M 0.01%
+42,569
421
$1.36M 0.01%
+40,700
422
$1.33M 0.01%
29,097
+4,181
423
$1.31M 0.01%
1,000
424
$1.31M 0.01%
+34,000
425
$1.31M 0.01%
+42,160
15 16
17
18 19