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
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$163M
3
+$146M
4
BN icon
Brookfield
BN
+$139M
5
SPGI icon
S&P Global
SPGI
+$136M

Top Sells

1
+$271M
2
+$186M
3
+$163M
4
DXCM icon
DexCom
DXCM
+$141M
5
TMO icon
Thermo Fisher Scientific
TMO
+$135M

Sector Composition

1 Financials 23.87%
2 Technology 14.72%
3 Industrials 11.69%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.63M 0.01%
14,582
+215
452
$2.61M 0.01%
52,476
-3,400
453
$2.61M 0.01%
246,872
-173,911
454
$2.61M 0.01%
81,056
+78,183
455
$2.6M 0.01%
45,724
-25,347
456
$2.57M 0.01%
34,017
-1,266,121
457
$2.56M 0.01%
9,465
+6,631
458
$2.54M 0.01%
21,923
-300
459
$2.52M 0.01%
35,156
-21,053
460
$2.51M 0.01%
7,540
+551
461
$2.46M 0.01%
+47,985
462
$2.46M 0.01%
14,218
-1,536
463
$2.45M 0.01%
50,627
+873
464
$2.44M 0.01%
37,993
-86,607
465
$2.44M 0.01%
321,815
+43,818
466
$2.42M 0.01%
28,001
+1,509
467
$2.42M 0.01%
+25,517
468
$2.41M 0.01%
232,319
+22,862
469
$2.38M 0.01%
90,320
-4,835
470
$2.37M 0.01%
921,500
471
$2.36M 0.01%
27,864
-50
472
$2.34M 0.01%
+144,437
473
$2.32M 0.01%
+80,000
474
$2.29M 0.01%
203,792
-4,402
475
$2.27M 0.01%
92,574
+2,600
17 18
19
20 21