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
$39.2B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$256M
3
+$202M
4
PEP icon
PepsiCo
PEP
+$188M
5
PM icon
Philip Morris
PM
+$176M

Top Sells

1
+$522M
2
+$456M
3
+$241M
4
SJR
Shaw Communications Inc.
SJR
+$240M
5
TRP icon
TC Energy
TRP
+$223M

Sector Composition

1 Financials 24.31%
2 Industrials 11.72%
3 Energy 11.23%
4 Technology 11.15%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5M 0.01%
143,500
+12,500
452
$4.99M 0.01%
119,452
+4,632
453
$4.98M 0.01%
113,371
-600
454
$4.97M 0.01%
210,134
-157,316
455
$4.96M 0.01%
208,497
+39,654
456
$4.96M 0.01%
1,007,683
+764,587
457
$4.94M 0.01%
107,527
+1,484
458
$4.92M 0.01%
62,747
-35,165
459
$4.88M 0.01%
109,997
-38,265
460
$4.84M 0.01%
13,709
-100
461
$4.84M 0.01%
39,821
+438
462
$4.76M 0.01%
+163,862
463
$4.73M 0.01%
+72,442
464
$4.73M 0.01%
90,600
465
$4.73M 0.01%
44,000
+39,800
466
$4.66M 0.01%
+386,922
467
$4.66M 0.01%
43,934
+15,163
468
$4.65M 0.01%
65,556
-46,169
469
$4.61M 0.01%
78,638
+38,584
470
$4.58M 0.01%
187,100
-53,300
471
$4.52M 0.01%
68,776
-39,953
472
$4.47M 0.01%
221,260
-311,155
473
$4.42M 0.01%
22,960
+268
474
$4.4M 0.01%
33,447
-578,250
475
$4.39M 0.01%
66,366
-11,989
17 18
19
20 21