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
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$163M
3
+$146M
4
BN icon
Brookfield
BN
+$139M
5
SPGI icon
S&P Global
SPGI
+$136M

Top Sells

1
+$271M
2
+$186M
3
+$163M
4
DXCM icon
DexCom
DXCM
+$141M
5
TMO icon
Thermo Fisher Scientific
TMO
+$135M

Sector Composition

1 Financials 23.87%
2 Technology 14.72%
3 Industrials 11.69%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3.29M 0.01%
+132,604
402
$3.28M 0.01%
54,430
-525,866
403
$3.27M 0.01%
163,151
-85,226
404
$3.26M 0.01%
134,813
+3,412
405
$3.25M 0.01%
59,309
-67,070
406
$3.23M 0.01%
30,319
-14,317
407
$3.23M 0.01%
3,005
+150
408
$3.17M 0.01%
+87,474
409
$3.13M 0.01%
24,486
+14,883
410
$3.13M 0.01%
334,487
+21,070
411
$3.1M 0.01%
+16,706
412
$3.1M 0.01%
43,107
-19,430
413
$3.09M 0.01%
44,134
-1,752
414
$3.09M 0.01%
+154,518
415
$3.05M 0.01%
358,750
+211,350
416
$3.04M 0.01%
211,347
+59,053
417
$3.03M 0.01%
17,103
-288,599
418
$3.02M 0.01%
48,901
-53,014
419
$3.02M 0.01%
279,710
+2,960
420
$2.99M 0.01%
236,756
-383,440
421
$2.97M 0.01%
193,175
+123,228
422
$2.97M 0.01%
20,592
+15,749
423
$2.96M 0.01%
37,378
+16
424
$2.96M 0.01%
204,331
-3,020
425
$2.96M 0.01%
187,269
+8,150
15 16
17
18 19