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
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$163M
3
+$146M
4
BN icon
Brookfield
BN
+$139M
5
SPGI icon
S&P Global
SPGI
+$136M

Top Sells

1
+$271M
2
+$186M
3
+$163M
4
DXCM icon
DexCom
DXCM
+$141M
5
TMO icon
Thermo Fisher Scientific
TMO
+$135M

Sector Composition

1 Financials 23.87%
2 Technology 14.72%
3 Industrials 11.69%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.95M 0.01%
15,580
-2,516
427
$2.94M 0.01%
30,684
+11,565
428
$2.92M 0.01%
144,525
+4,620
429
$2.92M 0.01%
48,190
430
$2.87M 0.01%
58,316
+3,160
431
$2.87M 0.01%
166,484
-218,897
432
$2.87M 0.01%
10,000
+966
433
$2.86M 0.01%
21,513
-24,351
434
$2.85M 0.01%
13,492
-330
435
$2.84M 0.01%
182,400
+65,101
436
$2.84M 0.01%
19,441
-5,338
437
$2.83M 0.01%
1,229,900
+8,700
438
$2.79M 0.01%
578,610
-1,596,692
439
$2.79M 0.01%
56,306
-51,197
440
$2.79M 0.01%
3,298
-6,053
441
$2.77M 0.01%
232,600
-58,400
442
$2.76M 0.01%
67,889
-30,574
443
$2.76M 0.01%
78,195
-76,185
444
$2.71M 0.01%
36,934
-230
445
$2.71M 0.01%
33,464
-73,136
446
$2.68M 0.01%
64,231
-14,572
447
$2.65M 0.01%
130,458
-55,104
448
$2.65M 0.01%
249,091
-15,810
449
$2.63M 0.01%
16,839
+2,390
450
$2.63M 0.01%
76,844
-890
16 17
18
19 20