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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$616M
2
+$132M
3
+$115M
4
WAT icon
Waters Corp
WAT
+$98.4M
5
ABBV icon
AbbVie
ABBV
+$95.5M

Top Sells

1
+$180M
2
+$165M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$138M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5.28M 0.01%
80,768
-533
427
$5.28M 0.01%
+160,000
428
$5.19M 0.01%
74,803
-673
429
$5.17M 0.01%
87,857
+2,112
430
$5.14M 0.01%
229,300
-246,579
431
$5.14M 0.01%
87,744
-635
432
$5.13M 0.01%
100,014
+93,264
433
$5.11M 0.01%
38,558
-15,316
434
$5.08M 0.01%
72,039
+14,354
435
$5.07M 0.01%
32,883
-63,443
436
$5.03M 0.01%
+43,684
437
$5M 0.01%
173,005
438
$4.96M 0.01%
373,439
-3,400
439
$4.94M 0.01%
106,510
-32,365
440
$4.91M 0.01%
192,024
441
$4.9M 0.01%
171,614
-151,597
442
$4.89M 0.01%
63,306
+9,489
443
$4.88M 0.01%
326,133
+303,332
444
$4.86M 0.01%
210,691
-1,400
445
$4.86M 0.01%
83,271
-54,378
446
$4.84M 0.01%
56,203
-189,469
447
$4.82M 0.01%
797,167
+385,310
448
$4.75M 0.01%
459,583
-3,515
449
$4.72M 0.01%
105,225
+65,069
450
$4.72M 0.01%
20,630
+12,953
16 17
18
19 20