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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.23M 0.01%
9,725
-1,872
452
$1.22M 0.01%
33,193
+632
453
$1.22M 0.01%
+26,300
454
$1.21M 0.01%
8,923
+1,305
455
$1.21M 0.01%
108,476
+38,014
456
$1.21M 0.01%
+134,146
457
$1.2M 0.01%
+21,711
458
$1.2M 0.01%
27,368
-10,054
459
$1.2M 0.01%
52,257
+32,478
460
$1.2M 0.01%
21,707
-2,448
461
$1.19M 0.01%
24,921
-15,795
462
$1.18M 0.01%
21,938
+9,146
463
$1.18M 0.01%
16,600
+1,900
464
$1.18M 0.01%
13,624
-8,758
465
$1.18M 0.01%
20,737
-1,237
466
$1.16M 0.01%
10,583
+2,307
467
$1.15M 0.01%
30,950
+22,100
468
$1.15M 0.01%
26,389
-4,675
469
$1.15M 0.01%
+106,000
470
$1.15M 0.01%
16,200
-129,298
471
$1.14M 0.01%
17,335
+1,557
472
$1.14M 0.01%
10,000
-12,200
473
$1.14M 0.01%
9,579
+6,799
474
$1.13M 0.01%
250,442
-893,894
475
$1.13M 0.01%
17,600
+300
17 18
19
20 21