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
$39.2B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$256M
3
+$202M
4
PEP icon
PepsiCo
PEP
+$188M
5
PM icon
Philip Morris
PM
+$176M

Top Sells

1
+$522M
2
+$456M
3
+$241M
4
SJR
Shaw Communications Inc.
SJR
+$240M
5
TRP icon
TC Energy
TRP
+$223M

Sector Composition

1 Financials 24.31%
2 Industrials 11.72%
3 Energy 11.23%
4 Technology 11.15%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5.64M 0.01%
120,767
-40,075
427
$5.61M 0.01%
85,500
-171
428
$5.6M 0.01%
238,782
-96,853
429
$5.58M 0.01%
+88,170
430
$5.58M 0.01%
143,685
-900
431
$5.52M 0.01%
127,643
-700
432
$5.5M 0.01%
+429,100
433
$5.5M 0.01%
99,326
+17,214
434
$5.46M 0.01%
341,242
+217,768
435
$5.45M 0.01%
32,062
+2,769
436
$5.45M 0.01%
151,270
-76,969
437
$5.44M 0.01%
+92,600
438
$5.39M 0.01%
+69,043
439
$5.35M 0.01%
903,520
+46,560
440
$5.35M 0.01%
81,156
-25,716
441
$5.33M 0.01%
74,200
442
$5.31M 0.01%
123,410
+3,268
443
$5.29M 0.01%
142,310
-29,068
444
$5.29M 0.01%
191,317
-1,300
445
$5.28M 0.01%
28,860
-195
446
$5.22M 0.01%
121,461
-800
447
$5.11M 0.01%
151,606
-900
448
$5.08M 0.01%
106,800
+98,464
449
$5.07M 0.01%
87,338
-2,200
450
$5.01M 0.01%
+90,000
16 17
18
19 20