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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$6.5M 0.02%
+29,068
402
$6.45M 0.02%
80,647
-35,941
403
$6.3M 0.02%
+131,800
404
$6.29M 0.02%
580,771
+445,147
405
$6.14M 0.01%
+178,976
406
$6.05M 0.01%
89,638
407
$5.95M 0.01%
1,241,995
408
$5.92M 0.01%
117,032
+35,512
409
$5.9M 0.01%
330,000
+130,000
410
$5.78M 0.01%
1,108,140
+578,200
411
$5.75M 0.01%
+90,101
412
$5.74M 0.01%
64,200
-7,972
413
$5.71M 0.01%
+164,744
414
$5.69M 0.01%
+156,466
415
$5.69M 0.01%
182,508
+139,939
416
$5.66M 0.01%
+117,375
417
$5.58M 0.01%
128,440
-100
418
$5.45M 0.01%
89,162
+1,660
419
$5.43M 0.01%
122,639
-27,857
420
$5.38M 0.01%
34,768
+22,920
421
$5.36M 0.01%
89,900
+68,000
422
$5.35M 0.01%
1,720,000
-108,000
423
$5.32M 0.01%
444,023
-5,915
424
$5.32M 0.01%
+103,000
425
$5.26M 0.01%
183,200
-25,000
15 16
17
18 19