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
$71.9B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$227M
3
+$146M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$137M
5
BAC icon
Bank of America
BAC
+$135M

Top Sells

1
+$212M
2
+$205M
3
+$164M
4
TD icon
Toronto Dominion Bank
TD
+$161M
5
PG icon
Procter & Gamble
PG
+$152M

Sector Composition

1 Financials 25.72%
2 Technology 17.32%
3 Industrials 11.58%
4 Healthcare 9.11%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$12.1M 0.02%
470,478
+198,668
427
$12.1M 0.02%
79,978
+22,100
428
$12.1M 0.02%
524,680
-2,183
429
$12M 0.02%
206,441
+115,855
430
$11.9M 0.02%
1,515,402
-4,111
431
$11.7M 0.02%
97,512
+10,821
432
$11.7M 0.02%
162,440
-13,802
433
$11.5M 0.02%
193,456
-474,259
434
$11.3M 0.02%
60,145
+50,195
435
$11.3M 0.02%
341,367
+19,767
436
$11.2M 0.02%
415,456
-219,712
437
$11.1M 0.02%
2,657,495
+1,878,035
438
$11.1M 0.02%
298,692
+34,245
439
$11M 0.02%
251,418
+19,524
440
$10.8M 0.02%
100,789
-14,772
441
$10.8M 0.02%
105,473
+101,434
442
$10.7M 0.01%
+171,689
443
$10.6M 0.01%
61,446
+5,831
444
$10.4M 0.01%
16,524
+5,847
445
$10.3M 0.01%
121,083
+10,888
446
$10.3M 0.01%
83,022
+40,076
447
$10.3M 0.01%
73,404
+906
448
$10.2M 0.01%
459,736
+14,536
449
$9.98M 0.01%
121,268
+325
450
$9.91M 0.01%
96,691
-915
16 17
18
19 20