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
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$181M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$143M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$143M

Top Sells

1
+$261M
2
+$230M
3
+$110M
4
CP icon
Canadian Pacific Kansas City
CP
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.7M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4.95M 0.01%
19,634
+2,928
402
$4.91M 0.01%
52,376
+44,246
403
$4.77M 0.01%
143,686
+73,303
404
$4.77M 0.01%
+181,910
405
$4.76M 0.01%
173,475
+28,950
406
$4.73M 0.01%
91,785
+43,757
407
$4.71M 0.01%
+82,413
408
$4.7M 0.01%
333,686
-122,009
409
$4.66M 0.01%
42,242
+23,608
410
$4.65M 0.01%
85,199
-1,404,194
411
$4.54M 0.01%
193,494
+43,859
412
$4.54M 0.01%
741,460
+519,613
413
$4.52M 0.01%
46,334
-253
414
$4.49M 0.01%
51,261
+9,673
415
$4.43M 0.01%
92,681
-83,627
416
$4.43M 0.01%
165,211
-141,480
417
$4.42M 0.01%
271,038
+39,753
418
$4.39M 0.01%
56,434
+38,615
419
$4.37M 0.01%
18,651
+1,812
420
$4.34M 0.01%
101,711
-1,340,802
421
$4.34M 0.01%
40,968
+22,421
422
$4.33M 0.01%
69,096
-33,903
423
$4.27M 0.01%
30,615
+296
424
$4.25M 0.01%
58,058
+51,366
425
$4.25M 0.01%
117,987
+41,143
15 16
17
18 19