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
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$181M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$143M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$143M

Top Sells

1
+$261M
2
+$230M
3
+$110M
4
CP icon
Canadian Pacific Kansas City
CP
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.7M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4.2M 0.01%
13,449
-2,131
427
$4.17M 0.01%
1,278
+996
428
$4.16M 0.01%
20,465
-207,538
429
$4.15M 0.01%
79,113
+55,062
430
$4.09M 0.01%
32,408
-94,300
431
$4.07M 0.01%
69,440
+734
432
$4.01M 0.01%
109,049
-1,583,337
433
$4.01M 0.01%
8,002
+462
434
$4M 0.01%
58,600
-2,100
435
$3.98M 0.01%
99,643
-7,468
436
$3.96M 0.01%
69,744
+34,543
437
$3.93M 0.01%
993,610
+789,590
438
$3.92M 0.01%
42,069
+20,188
439
$3.89M 0.01%
44,067
+8,911
440
$3.87M 0.01%
144,084
+48,698
441
$3.85M 0.01%
45,224
-9,273
442
$3.85M 0.01%
35,810
+22,631
443
$3.83M 0.01%
93,839
+6,365
444
$3.8M 0.01%
24,549
+16,905
445
$3.76M 0.01%
26,608
+2,122
446
$3.74M 0.01%
14
-88
447
$3.66M 0.01%
+54,690
448
$3.64M 0.01%
144,300
+126,566
449
$3.64M 0.01%
50,619
-105,725
450
$3.59M 0.01%
159,300
+57,100
16 17
18
19 20