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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5.26M 0.01%
43,251
+27,591
427
$5.25M 0.01%
+300,900
428
$5.21M 0.01%
+33,686
429
$5.12M 0.01%
152,906
430
$5.08M 0.01%
207,563
-200
431
$5.07M 0.01%
+193,017
432
$4.98M 0.01%
17,644
+30
433
$4.91M 0.01%
117,361
+59,329
434
$4.84M 0.01%
29,886
-29,725
435
$4.83M 0.01%
+56,052
436
$4.83M 0.01%
41,969
+524
437
$4.74M 0.01%
165,635
-324,219
438
$4.7M 0.01%
+41,403
439
$4.6M 0.01%
+88,910
440
$4.59M 0.01%
242,000
-1,494,434
441
$4.56M 0.01%
37,500
+25,900
442
$4.46M 0.01%
+61,005
443
$4.44M 0.01%
74,790
+11,020
444
$4.44M 0.01%
+122,461
445
$4.37M 0.01%
120,000
446
$4.36M 0.01%
29,551
-39,449
447
$4.35M 0.01%
+24,710
448
$4.35M 0.01%
75,824
-200
449
$4.35M 0.01%
24,800
-1,200
450
$4.33M 0.01%
+52,167
16 17
18
19 20