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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$616M
2
+$132M
3
+$115M
4
WAT icon
Waters Corp
WAT
+$98.4M
5
ABBV icon
AbbVie
ABBV
+$95.5M

Top Sells

1
+$180M
2
+$165M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$138M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4.71M 0.01%
9,736
-14
452
$4.71M 0.01%
44,578
-11,385
453
$4.69M 0.01%
66,309
-2,969
454
$4.68M 0.01%
42,900
455
$4.67M 0.01%
75,713
-46,421
456
$4.65M 0.01%
55,722
-38,244
457
$4.62M 0.01%
175,129
+18,200
458
$4.62M 0.01%
+124,595
459
$4.62M 0.01%
198,994
-1,405
460
$4.61M 0.01%
278,803
-2,428
461
$4.61M 0.01%
31,031
-91
462
$4.49M 0.01%
80,625
-56,587
463
$4.48M 0.01%
242,819
+36,967
464
$4.45M 0.01%
257,685
-14,752
465
$4.45M 0.01%
952,060
+575,834
466
$4.44M 0.01%
90,973
+79,643
467
$4.38M 0.01%
31,420
+11,958
468
$4.36M 0.01%
53,485
+2,260
469
$4.33M 0.01%
35,614
-11,074
470
$4.3M 0.01%
239,868
471
$4.28M 0.01%
465,775
-119,515
472
$4.25M 0.01%
104,633
+34,556
473
$4.21M 0.01%
63,930
-83,840
474
$4.2M 0.01%
2,241
-7,430
475
$4.18M 0.01%
33,600
-198,112
17 18
19
20 21