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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$616M
2
+$132M
3
+$115M
4
WAT icon
Waters Corp
WAT
+$98.4M
5
ABBV icon
AbbVie
ABBV
+$95.5M

Top Sells

1
+$180M
2
+$165M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$138M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5.84M 0.02%
+159,433
402
$5.84M 0.02%
68,493
+1,190
403
$5.83M 0.02%
32,733
+15,638
404
$5.82M 0.02%
230,390
+19,057
405
$5.76M 0.01%
74,271
-512
406
$5.7M 0.01%
162,156
-349
407
$5.69M 0.01%
+148,712
408
$5.63M 0.01%
119,551
+20,208
409
$5.6M 0.01%
57,317
+8,010
410
$5.6M 0.01%
110,323
+1,968
411
$5.55M 0.01%
27,826
-37,715
412
$5.55M 0.01%
244,813
-116,503
413
$5.54M 0.01%
173,686
+125,392
414
$5.53M 0.01%
341,400
415
$5.52M 0.01%
109,826
-295,416
416
$5.51M 0.01%
+50,578
417
$5.51M 0.01%
69,250
+9,792
418
$5.47M 0.01%
134,906
-120,173
419
$5.43M 0.01%
85,764
-1,144
420
$5.43M 0.01%
71,534
+5,021
421
$5.35M 0.01%
118,594
-17,364
422
$5.33M 0.01%
113,193
+6,398
423
$5.32M 0.01%
282,150
+97,900
424
$5.32M 0.01%
519,599
+433,696
425
$5.31M 0.01%
21,493
-6,126
15 16
17
18 19