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
$39.2B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$256M
3
+$202M
4
PEP icon
PepsiCo
PEP
+$188M
5
PM icon
Philip Morris
PM
+$176M

Top Sells

1
+$522M
2
+$456M
3
+$241M
4
SJR
Shaw Communications Inc.
SJR
+$240M
5
TRP icon
TC Energy
TRP
+$223M

Sector Composition

1 Financials 24.31%
2 Industrials 11.73%
3 Energy 11.23%
4 Technology 11.14%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$6.36M 0.02%
+104,815
402
$6.3M 0.02%
+219,512
403
$6.27M 0.02%
26,859
-2,408
404
$6.25M 0.02%
347,500
+223,500
405
$6.25M 0.02%
220,145
-70,580
406
$6.17M 0.02%
+134,963
407
$6.07M 0.02%
+77,647
408
$6.06M 0.02%
103,576
-116,731
409
$6.05M 0.02%
70,903
+804
410
$6.04M 0.02%
119,689
-600
411
$6M 0.02%
178,650
-108,450
412
$5.99M 0.02%
+128,421
413
$5.98M 0.02%
252,067
-80,690
414
$5.95M 0.02%
24,400
+1,652
415
$5.94M 0.02%
105,268
+544
416
$5.89M 0.02%
270,517
-74,047
417
$5.83M 0.01%
119,395
-106,436
418
$5.82M 0.01%
348,432
+138,052
419
$5.81M 0.01%
567,469
+16,978
420
$5.8M 0.01%
135,337
-800
421
$5.74M 0.01%
86,416
+1,416
422
$5.73M 0.01%
+73,063
423
$5.7M 0.01%
69,943
+17,277
424
$5.66M 0.01%
141,324
-23,476
425
$5.64M 0.01%
251,450
-22,480
15 16
17
18 19