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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4.32M 0.01%
229,006
-1,114,825
452
$4.32M 0.01%
270,000
-100,000
453
$4.3M 0.01%
68,034
+65,169
454
$4.29M 0.01%
+72,319
455
$4.29M 0.01%
+199,637
456
$4.27M 0.01%
158,436
+3,889
457
$4.27M 0.01%
+156,942
458
$4.25M 0.01%
75,031
-100
459
$4.21M 0.01%
107,820
+99,168
460
$4.14M 0.01%
+131,000
461
$4.11M 0.01%
+42,600
462
$4.02M 0.01%
+39,303
463
$4.01M 0.01%
+921,500
464
$3.71M 0.01%
+119,100
465
$3.65M 0.01%
65,786
+50,918
466
$3.63M 0.01%
+135,600
467
$3.62M 0.01%
128,914
+121,319
468
$3.6M 0.01%
54,256
+6,302
469
$3.59M 0.01%
52,798
+36,484
470
$3.58M 0.01%
+94,395
471
$3.57M 0.01%
+76,118
472
$3.55M 0.01%
15,513
+14,501
473
$3.43M 0.01%
+28,434
474
$3.41M 0.01%
+106,690
475
$3.4M 0.01%
44,300
-20,837
17 18
19
20 21