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
$16B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$106M
3
+$103M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98.9M
5
DVA icon
DaVita
DVA
+$82.8M

Top Sells

1
+$101M
2
+$98.9M
3
+$72.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$71.8M
5
TSM icon
TSMC
TSM
+$61.9M

Sector Composition

1 Financials 24.64%
2 Industrials 12.49%
3 Energy 11.68%
4 Healthcare 11.21%
5 Technology 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$746K ﹤0.01%
+16,100
452
$743K ﹤0.01%
20,236
453
$739K ﹤0.01%
7,241
454
$739K ﹤0.01%
12,822
-4,863
455
$734K ﹤0.01%
+15,250
456
$733K ﹤0.01%
10,604
457
$733K ﹤0.01%
15,543
+126
458
$719K ﹤0.01%
19,224
-86,902
459
$712K ﹤0.01%
18,369
-2,112
460
$700K ﹤0.01%
50,000
-21,349
461
$692K ﹤0.01%
17,483
-10,104
462
$685K ﹤0.01%
23,995
-53,317
463
$673K ﹤0.01%
8,992
-22,871
464
$659K ﹤0.01%
23,782
465
$658K ﹤0.01%
5,854
-23,676
466
$657K ﹤0.01%
4,879
-6,700
467
$653K ﹤0.01%
12,682
468
$642K ﹤0.01%
7,351
-220,263
469
$642K ﹤0.01%
8,836
-7,120
470
$638K ﹤0.01%
5,672
471
$633K ﹤0.01%
11,581
+153
472
$631K ﹤0.01%
3,569
-442
473
$624K ﹤0.01%
+77,016
474
$622K ﹤0.01%
35,327
+327
475
$620K ﹤0.01%
11,475
17 18
19
20 21