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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.34M 0.01%
87,700
-95,300
427
$1.34M 0.01%
36,390
+1,914
428
$1.34M 0.01%
73,770
-2,919
429
$1.33M 0.01%
+35,750
430
$1.33M 0.01%
+46,327
431
$1.32M 0.01%
19,885
+4,796
432
$1.31M 0.01%
27,062
-157
433
$1.31M 0.01%
41,200
+200
434
$1.3M 0.01%
46,055
+4,855
435
$1.3M 0.01%
83,800
+32,400
436
$1.29M 0.01%
16,618
+1,191
437
$1.29M 0.01%
6,655
-3,164
438
$1.29M 0.01%
+1,615
439
$1.28M 0.01%
+35,178
440
$1.28M 0.01%
14,693
-3,086
441
$1.27M 0.01%
16,961
-890
442
$1.27M 0.01%
10,612
+5,070
443
$1.27M 0.01%
110,740
+3,769
444
$1.26M 0.01%
9,801
+1,592
445
$1.26M 0.01%
17,176
-6,652
446
$1.25M 0.01%
29,700
-1,800
447
$1.25M 0.01%
11,652
+543
448
$1.24M 0.01%
8,800
+2,140
449
$1.24M 0.01%
10,419
-22,035
450
$1.23M 0.01%
+55,200
16 17
18
19 20